How to View Your Upcoming Follow-Ups 📅🔔

Why This Matters to Your Business 💼📞

Never let a promising lead slip through the cracks! 🚨
The Virtual Follow-Up Assistant in Movegistics 5.0 makes it easy for your sales team to plan ahead, prioritize tasks, and stay consistent with follow-up activities. By seeing what’s coming up next, your team can better manage time, boost conversions, and avoid missed opportunities—without shuffling between modules or spreadsheets.

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Understanding the Follow-Up Dashboard 🤖

The Follow-Up Assistant automatically organizes your tasks based on activity stage and time. Instead of managing separate to-do lists, Movegistics categorizes follow-ups into logical sections so your reps know exactly what to focus on:

• Current Follow-Ups – Tasks due today in the current time slot

• Missed Follow-Ups – Overdue tasks that need immediate attention

• Upcoming Follow-Ups – Tasks scheduled for future dates and times

Follow-ups continue through each stage (Follow-Up 1 to 5) until the lead is:

✅ Booked as a job
❌ Disqualified
🚫 Marked as lost

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

1. Open the Follow-Ups Panel

Go to the left-hand menu:
Sales > Follow-Ups
You’ll land on the Current Follow-Ups screen by default.

2. Switch to the "Upcoming" Tab

At the top of the screen, click Upcoming Follow-Ups.
This tab shows tasks scheduled for future time slots (e.g., morning, afternoon, evening).

3. Understand the Layout

Each column represents a follow-up stage (Follow-Up 1–5).
Tasks in this view display a grey bar, meaning they’re not overdue yet.

4. Use Filters to Focus 🔍

You can narrow your view by:

• Sales Rep – View follow-ups assigned to a specific user

• Time Slot – Select morning/afternoon/evening windows

• Search Bar – Find leads by customer name or tag

5. Strategically Plan Your Day 📌

Use this screen to:

• Pre-schedule call blocks

• Plan site surveys or estimates

• Ensure team members aren’t overloaded

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What You’ll See on Each Follow-Up Card 🎴

Every follow-up—whether it's scheduled for later today or next week—appears as an interactive card under its designated follow-up stage (1–5). These cards give your sales team a quick-glance overview and instant access to essential actions.

Key Information on the Card:

• Customer Name & Work Request ID

• Move Date

• Last Follow-Up Date

• Next Follow-Up Date

• Follow-Up Slot (AM or PM)

• Lead Status (e.g., Lead Qualified)

• Probability % (chance of closing)

• Job Type (e.g., Commercial or Residential)

These cards are organized into columns by stage (Follow-Up 1–5), making it easy to see where leads are in your outreach sequence.

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Take Action Without Leaving the Screen ⚙️

Each card includes a row of action icons at the bottom—designed for speed and convenience. Here’s what each icon does:

Icon	Action	Description
📞	Call Log	Log a call and capture outcome details—great for tracking outreach efforts.
✉️	Send Email	Open an email editor with templates or compose a custom message on the fly.
💬	Send Text	Send a quick SMS follow-up (if text messaging is enabled in your account).
📝	Add Note	Record follow-up context, questions, or objections—visible to your entire team.
💲	Create Estimate	Launch the estimate builder right from the follow-up card.
📁	Work Order	Open or create a Work Request if the lead is ready to proceed.
❌	Disqualify	Remove unqualified leads from your follow-up cycle and clean your pipeline.
✅	Confirm & Book	Mark the lead as booked. This completes the follow-up and updates the pipeline.

 

✅ Pro Tip: After completing a follow-up (call, text, or estimate), update the "Next Follow-Up" date and time slot to keep the conversation moving and stay organized.

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Need to adjust your time slots or follow-up rules?
Check out the Follow-Up Settings or reach out to our support team at [e-mail].

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