How to View Current Follow Ups

How to View Your Current Follow-Ups 📅📞

 

Why This Matters to Your Business 🚀💌

The Current Follow-Ups view is your daily control center. Instead of bouncing between modules, Movegistics 5.0 brings all your follow-up tasks into one dashboard. This ensures your team knows exactly who to call, text, or email—right when it matters most. With a structured follow-up cycle, you’ll reduce drop-offs, increase conversion rates, and close more jobs with less chaos.

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What Are Current Follow-Ups?

Current Follow-Ups represent all tasks that are scheduled for today, based on each lead’s follow-up sequence and time slot.

These leads are:

• Still active in your pipeline

• Have an assigned follow-up for the current day

• Organized by Follow-Up Stage (1–5)

You can use this screen to knock out your entire follow-up queue efficiently—no manual tracking needed.

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Step-by-Step: How to View Current Follow-Ups

1. Go to the Follow-Ups Module

From the left-hand navigation menu, click:
Sales > Follow Ups

By default, you’ll land on the Current Follow Ups tab.

2. Use Filters to Stay Focused 🔍

Use the top filter bar to organize the view by:

• Time Slot – Select AM or PM shift to work leads assigned to your current window

• User – Filter follow-ups assigned to a specific sales rep

• Search Bar – Quickly find customers, work requests, or tags

🧐 Example: You can search “Ashley Moore” or “Commercial” to find matching leads instantly.

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How to Read the Follow-Up Board 📊

The Current Follow-Ups dashboard is broken down into columns labeled Follow-Up 1 through Follow-Up 5. These represent the number of touches a lead has received so far.

Each card shows key info at a glance:

• Customer Name & Work Request ID

• Move Date

• Last Follow-Up Date

• Next Follow-Up Date

• Time Slot (AM/PM)

• Lead Status & Probability %

• Commercial or Residential Indicator

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Taking Action from the Card ⚙️

You can complete follow-up activities directly from the card. Each icon lets you take a specific action:

Icon	Action	Description
📞	Call Log	Record call activity and log the outcome.
✉️	Send Email	Send a follow-up email using templates or custom content.
💬	Send Text	Engage via SMS (if enabled).
📝	Add Note	Document conversation details for team visibility.
💲	Create Estimate	Launch a new estimate right from the card.
📁	Work Order	Create or edit the associated Work Request.
❌	Disqualify	Remove leads that are no longer viable.
✅	Confirm & Book	Mark the job as booked and remove it from the follow-up cycle.

💪 Pro Tip: After each interaction, update the Next Follow-Up Date and Time Slot to stay in rhythm and avoid missing future touches.

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Best Practices for Managing Current Follow-Ups ✅

• Start with Follow-Up 1s to ensure early-stage leads get attention

• Use filters by rep for coaching or team handoff scenarios

• Mark completed tasks immediately to keep your queue accurate

• Use tags like “Urgent” or “Price Shopping” to prioritize follow-ups

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Need Help Configuring Follow-Up Settings?

Reach out to our support team at [e-mail] and we’ll help you customize follow-up stages, automation triggers, or slot times.

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