How to View and Manage Missed Follow-Ups ⏰🚫

Why This Matters to Your Business 💼🔥

Missed follow-ups = missed revenue. When leads aren’t followed up on promptly, you risk losing them to competitors—or worse, forgetting them altogether. The Missed Follow-Ups view in Movegistics 5.0 is designed to catch what slipped through the cracks so your team can re-engage, recover, and convert. By acting on overdue tasks quickly, you improve sales accountability, boost conversion rates, and protect your pipeline.

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What Counts as a Missed Follow-Up?

Movegistics automatically marks a follow-up as missed when its scheduled date and time slot have passed without being completed. Instead of disappearing, these leads are held in the Missed Follow-Ups tab so your team can take corrective action.

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

1. Go to the Follow-Ups Module

Navigate to Sales > Follow-Ups from the left-hand menu.

2. Select the "Missed Follow-Ups" Tab

At the top of the page, click Missed Follow-Ups.
You’ll see all leads and work requests with overdue follow-up actions.

3. Use Filters to Focus 🔍

At the top of the screen, apply filters to narrow your view:

• Select User – View follow-ups assigned to a specific sales rep (Example shown for Upcoming Follow Ups)

• Search Bar – Search by customer name, work request ID, or tag (Example shown for Upcoming Follow Ups)

These filters make it easy to manage by rep or shift and prioritize high-value opportunities.

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Understanding the Follow-Up Card 🎴

Each missed follow-up displays as a card within its follow-up stage (1–5). From the card, you can quickly take action to reconnect with the lead.

Key Information Displayed:

• Customer Name & Work Request ID

• Move Date

• Last Follow-Up Date

• Next Follow-Up Date

• Assigned Follow-Up Slot (AM/PM)

• Lead Status & Probability %

• Commercial/Residential Indicator

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Actions You Can Take on the Card ⚙️

Each icon at the bottom of the card allows for quick communication and updates:

Icon	Action	What It Does
📞	Call Log	Record that a call was made and log a call outcome.
✉️	Send Email	Open a pre-filled email template or write a custom message to re-engage.
💬	Send Text	Instantly send a follow-up text message if SMS is enabled.
📝	Add Note	Document context, objections, or next steps—visible across your team.
💲	Create Estimate	Start an estimate directly from the card to advance the sales process.
📁	Work Order	Convert or update the Work Request if the lead is ready to move forward.
❌	Disqualify	Mark the lead as not a good fit. This removes it from future follow-up queues.
✅	Confirm & Book	Use the green checkmark to confirm the move, mark the WR as booked, and remove it from your follow-up list.

 

✅ Pro Tip: Once you've completed a missed follow-up action, update the “Next Follow-Up” date and time slot to keep the lead in your sales rhythm.

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Best Practices for Catching Up 🔧

• Start with Follow-Up 1s and 2s—these are often the warmest

• Use tags like “Urgent” or “Needs Call Back” for tracking recovered leads

• Always leave a note or log activity so teammates are aligned

• Reassign follow-ups to a different user if someone is unavailable

• Update the probability % to reflect the likelihood of booking after outreach

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Keeping Your Pipeline Clean 🧹

The Missed Follow-Ups tab isn’t just a rescue list—it’s a performance tool. Use it daily in your sales huddles or 1:1s to:

• Reinforce accountability

• Prevent leads from stalling out

• Coach reps on speed-to-contact and follow-through

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Need Help Configuring Time Slots or Notifications?

Reach out to [e-mail] and we’ll guide you on customizing your follow-up cadence, reminders, and SMS/email templates.

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