Follow-ups and bookings

A follow-up is a reminder on a contact. The calendar is a second way of looking at the same rows, not a second kind of thing.

Set a follow-up

In the record panel, write the next action and give it a date. One field, not two — the next action is what the follow-up is about, so setting a date copies it onto the reminder.

The date picker is a month grid with four presets — tomorrow, in 3 days, next week, in a month — and a time row.

Moving somebody to the Follow-Up stage asks for the date as part of the move.

Book a call

Moving somebody to Call Booked asks when and where.

• Zoom picks a room from your Links library and takes a passcode. A new room typed here is saved to Links, so the next booking is a pick rather than a paste.
• Phone takes the number and writes it back to their record.

The booking is stored in two places on purpose: on the contact, because what did we agree is a fact about them, and on the calendar, because what is on Thursday is a different question.

A booked call shows as a green dot with the room or number on it, not as another follow-up. Booking again moves the existing one rather than leaving last week's time on the calendar beside this week's.

The calendar

Open Calendar. A month grid with the agenda beside it.

• Overdue is highlighted, and browser notifications fire for what is due.
• Follow-through is the one figure here that is not a count: of the follow-ups that came due in the last 30 days, how many you dealt with. One still sitting there overdue counts against you, because it is.

Clearing what is due

The dashboard lists everything owed, and each one can be cleared with Done, Tomorrow or Next week without opening the record.

Your dashboard

Dashboard is built from your event log — every stage change ever recorded, with its timestamp — rather than from a counter that can drift.

Four conversion rates, each one a step you actually record:

Four, not six. Friend-request acceptance and show-up rate were dropped because nothing in this pipeline captures them, and a number nothing can ever fill is worse than no number.

The bottleneck sentence names the step costing you the most — the thing to fix this week. A rate behind target is the only other place red appears.

The dashboard also carries your due follow-ups, your hot leads, and a backup nudge once you have a pipeline worth losing.