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CRM · 4 steps

Stay on top of follow-ups

See which open leads are due for a call today, which you've missed and what's coming up — and tick them off as you go.

Before you start: A lead appears here when it has a follow-up date and is still open — in any stage except Won or Lost. The count matches Follow-ups today on the CRM dashboard.

1Open Follow-ups

Go to CRM → Follow-ups. It opens on Overdue — follow-ups whose date has passed — with the lead, notes or source, follow-up date and time (shown like "13 Oct, 4:00 pm"), owner, deal value and current Stage.

Scalar360 screen: Open Follow-ups
Numbered outlines show what to click, in order.

2Check today's and upcoming follow-ups

Switch to Today for the leads to contact today, or Upcoming for the days ahead. Search or set a Follow-up date range to narrow the list.

Scalar360 screen: Check today's and upcoming follow-ups
Numbered outlines show what to click, in order.

3Mark a follow-up done

Once you've spoken to the lead, choose the tick under Done. The follow-up is completed and drops off the list, and Follow-up completed is logged on the lead's timeline. The lead stays in its stage — except a lead still in the first stage (New), which moves to Contacted. Click the row instead to open the lead and log what was said.

Scalar360 screen: Mark a follow-up done
Numbered outlines show what to click, in order.

4See reminders on the dashboard

The CRM Dashboard lists the next Follow-up reminders, marking each one overdue or due today. Its Follow-ups today card counts follow-ups across all stages. Choose All → to come back to this list.

Scalar360 screen: See reminders on the dashboard
Numbered outlines show what to click, in order.
Add a leadRecord a new enquiry with its deal value, source and follow-up date, so it shows up in your pipeline and reminders.Log calls, meetings and notes on a leadKeep a full history of every conversation with a lead, plan the next tasks and move the deal along — all from the lead's page.Track sales on the CRM dashboard and analyticsSee your pipeline value, win rate and follow-ups at a glance, dig into conversion and sources, and review everything that changed.

Still stuck? Contact our support team — or start a free trial to try this in your own company.