Overview
Follow-Ups is the selected-client workspace for pending and completed Potential, Confirmation, Reschedule, Asked for Info, Referral, and Callback work. Every internal selected-client board uses workspace controls, a strict read-only All overview, and Last Outreach for rows it is already allowed to show. Across internal selected-client boards while the rollout is active, priority controls assign supported Pending actions a read-only priority state. Separately enabled reminders let authorized internal users pause eligible Potential, Asked for Info, or open Reschedule work with a future date, including on boards without the full calendar presentation. Priority is summarized by filters and counts. Not scheduled flags missing data, while qualifying attempts show their date, result, and needs next step. Expand a focused row and review Activity Notes before using the reminder controls shown below the loaded history. An active reminder keeps its row badge, moves the contact out of active family work until the saved future date, and remains visible in All, Reminders, Activity Notes, and the supported Calendar presentation. Grouped All and Reminders omit any follow-up family with no matching rows after filtering, while the direct family tab keeps its normal empty state. Search, filter, sort, and act from a focused family tab. On internal boards while the priority rollout is active, ordinary date-based work stays out of Overdue only when a recent provider-backed call belongs to that exact open action and occurred on the previous local calendar day or later relative to its current date-only due date. Where email evidence is enabled, a verified human SDR Inbox reply can also qualify for Potential and Asked for Info under the current-date rules. Generic email, unrelated calls, and unavailable evidence do not qualify. An unanswered prospect reply takes priority over worked credit. Timed promises and confirmations retain their urgency until their workflow resolves them. If priority is disabled for the board, the existing recent outbound call or confirmed sent-email rule applies. Use All Timing to review open work. Its saved date is unchanged, and it can return to Overdue when the five-business-day window expires. Editable Follow-Up Date values open a calendar that stays above surrounding rows and inside the visible browser area. In Callback, use Call for the exact callback or expand the row to record an outcome manually. Client users retain their established Follow-Ups presentation. A provider-backed No Answer saved by the assigned SDR from a verified direct Follow-Ups call automatically moves due Asked for Info work or the exact called Callback seven calendar days after the call, unless the SDR chose a different date or an Asked for Info date is already in the future. Callable Potential and Asked for Info rows keep Call active and hide stale or Calendar-only blocked-call warnings. On internal Follow-Ups boards, authorized callers can select contacts in Potential, Asked for Info, Referral, Confirmation or Reschedule across selected clients. Call selected appears only after selection and counts eligible selected contacts within current calling assignment or active relief coverage. Select all uses the same action. One eligible campaign opens directly; multiple campaigns run in the protected sequence. Current calling readiness is required. Selected booked Confirmation and Reschedule work can use its own active, paused, completed or archived campaign history. Each selected contact must retain booked-meeting evidence and pass current eligibility checks. Potential, Asked for Info and Referral sequences still require active, non-archived campaigns. Client-wide outreach pauses still prevent calling. Potential, Asked for Info and Referral also require unpaused client outreach. Emergency availability controls and role checks still apply. This does not add combined calling to All, Calendar, Callback or the standalone Potential Meetings page. Review the first setup. Matching settings continue automatically after call review and saving finish. Reschedule, Potential, Asked for Info and Referral keep each campaign's own script, template choices, email settings, booking instructions and attribution. Different settings or missing comparison evidence pause for a summary, named next-campaign confirmation and setup review. Confirmation retains its compatibility checks. Each handoff rechecks assignment, exact selected work, phones, calling hours and compliance. End session stops the run; Finish combined run exits from setup. Return to Follow Ups restores the saved family, search, filters and sorting. Activity Notes labels email events Sent email and includes the latest valid campaign, responder, and Inbox sends linked to the exact contact inside the selected client. A synchronized email recorded in more than one source appears once. Confirmation labels wrap inside their Action pill when needed, keeping the adjacent Follow-Up Date clear and readable. Confirmation work is created only for active Meeting Set and Meeting Rescheduled records. Closed outcomes do not return to the Confirmation queue just because a historical meeting date remains on the contact. On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view. In the SalesHive Testing validation only, authorized employees also see a separate editable Referral research panel in Referrals and research and All. Live-client and client-user workflows are unchanged.
How to use this page
Choose the work queue
Use the family tabs to open Potential, Confirmation, Reschedule, Asked for Info, Referral, Callback, or Done when those families are available for the selected client. On internal boards, All combines the visible families into a compact read-only overview and directs you to a focused tab before calling or updating a follow-up. On an enabled internal reminder pilot, Reminders collects paused Potential, Asked for Info, and Reschedule work for review and reminder management. Confirmation contains only active Meeting Set and Meeting Rescheduled records with a scheduled time. Cancelled, held, completed, qualified, blacklisted, unresponsive, unqualified, and other closed outcomes stay out even when historical meeting fields remain. In the SalesHive Testing validation only, authorized employees also see a separate editable Referral research panel in Referrals and research and All. Live-client and client-user workflows are unchanged.
Review an unavailable confirmation call
Due confirmations stay visible for review when calling is unavailable. Read the explanation beneath the row: the client may have paused outreach, Calls may be off, a phone number may be missing, or no eligible campaign enrollment may exist. Blocked rows cannot be selected or called and are excluded from Call selected. Ask your manager to review the cause; appearing in the queue does not make the contact callable.
Keep grouped views focused
In All and Reminders, SalesHive shows only follow-up families that contain at least one matching row after all active filters are applied. An empty Potential family is omitted from these grouped views. Open the direct Potential tab to see its empty state when no Potential work remains.
Narrow and order the rows
On an internal board, use search, Campaign, Set By, timing, Last Outreach, and property filters to find the right work. Where the priority pilot is active, use All priority states, Needs attention, Worked, needs next step, Scheduled, or Not scheduled to narrow Pending. Pending rows can be sorted by current order, prospect, company, follow-up date, Last Outreach, campaign, or Set By. Referral Set By values come only from exact same-client referral disposition and active dial-session evidence. Missing or conflicting evidence stays Not recorded. Export CSV follows the active filters and includes the recovered referral attribution when available. On Potential and Asked for Info, open Filters to find Outreach recency. Choose all outreach, outreach in the last five business days, older outreach, or no recorded outreach. The choice applies immediately to the current tab once evidence has loaded.
Read Asked for Info evidence labels
Internal Asked for Info rows can show Engaged follow-up, Information only or Needs review with a short reason. A recorded information request alone is Information only. Engaged follow-up requires a verified interested outcome, or a callback with a current follow-up date, after the latest Asked for Info status change. Status alone, missing or conflicting history, and unsupported next steps stay Needs review. Read the conversation and check what was requested and sent. Information only does not mean no interest. These labels are review aids. They do not change status, dates, reminders, priority, calling eligibility or ownership. Keep existing callback and reply dates. Client views and Calendar retain their established presentation.
Read Confirmation actions cleanly
In the Action column, a longer Confirmation label such as 24H CONFIRMATION wraps inside its pill when needed. The label remains centered within the assigned Action track, so it does not collide with or cover the adjacent Follow-Up Date.
Use the Overdue timing filter
On internal boards while the priority rollout is active, ordinary date-based work stays out of Overdue only when a recent provider-backed call belongs to that exact open action and occurred on the previous local calendar day or later relative to its current date-only due date. Where email evidence is enabled, a verified human SDR Inbox reply can also qualify for Potential and Asked for Info under the current-date rules. Generic email, unrelated calls, and unavailable evidence do not qualify. An unanswered prospect reply takes priority over worked credit. Timed promises and confirmations retain their urgency until their workflow resolves them. If priority is disabled for the board, the existing recent outbound call or confirmed sent-email rule applies. Use All Timing to review open work. Its saved date is unchanged, and it can return to Overdue when the five-business-day window expires.
Use priority as a review aid
On enabled internal boards, Worked, needs next step means a qualifying provider-backed call was made on the local calendar day before the current date-only due date or later, or at or after the promised time for a timed callback and falls within the latest five SalesHive business days. The work stays open. Needs attention means due work lacks that evidence. Scheduled means not yet due, including date-only work due today without a qualifying attempt. Not scheduled means no valid date is saved. Use the Priority filter and counts. Qualifying attempts show the call date, result, and needs next step; hover for time and caller when recorded.
Review activity before pausing
On an enabled internal pilot board, open a focused Potential, Asked for Info, or Reschedule tab and expand the row. Wait for Activity Notes to load, then review the latest calls, emails, notes, and reminder history. The pause controls appear below that loaded history so the reminder decision follows the available context instead of competing with the row's primary Call action.
Pause work with a reminder
Below the loaded Activity Notes, select Remind Me. Choose 30, 60, or 90 days, or enter another future date up to 90 days away, add a required reason, and select Set Reminder. The chosen preset stays highlighted, and assistive technology announces the same selected state. The contact stays in the same workflow, its Follow-Up Date moves to the reminder date, and it leaves the active family queue until that date. The active Reminder set badge remains visible on the row with the date and reason.
Review or change paused work
Open Reminders to review all currently paused eligible work. This queue is read-only for normal calling, selection, dates, notes, completion, and closure. Expand a row, wait for Activity Notes, then use Change Reminder or Cancel Reminder below the loaded history. Changing a reminder replaces its date or reason without losing the original pre-reminder date. Cancelling restores that original date after confirmation. Created, changed, and cancelled reminder events and their reasons remain in Activity Notes. All also keeps paused rows visible, and the supported Calendar presentation labels reminder-backed actions as Reminder set. Active family counts exclude currently paused work, Reminders counts only eligible paused work, and All includes both under the current filters. Confirmation, Referral, and Callback do not appear as reminder work. On the saved date, the reminder stops pausing the item; its current eligibility and filters still determine whether it appears.
Wait for Last Outreach evidence
The work queue appears before the separate Last Outreach read finishes. Loading means the call and email evidence is still arriving. Outreach recency and Last Outreach sorting stay unavailable until that read completes, so the page does not mistake missing evidence for No outreach. Unavailable means the evidence could not be loaded for this visit, but the core follow-up rows remain available for review.
Set the next follow-up date
In a direct Potential, Asked for Info, or Reschedule tab, select the current Follow-Up Date to open the calendar, then choose a preset or day. The calendar remains fully visible above the surrounding follow-up rows and repositions within the browser window when space is tight. You can clear an optional date. The page saves an actual change with the previous value, new value, actor, and family source. All and Reminders remain read-only for direct date editing, Callback dates stay in their separate task workflow, and client sessions do not receive these editors.
Select eligible Potential work
In the focused lightweight Potential view, use the visible selection summary and row checkboxes to select eligible prospects. Select all includes only currently selectable rows. The bulk bar groups callable prospects by campaign, and each campaign button opens the matching Dialer group. All and Reminders stay read-only and show no selection controls.
Start a safe Reschedule campaign sequence
On internal Follow-Ups boards, authorized callers can select contacts in Potential, Asked for Info, Referral, Confirmation or Reschedule across selected clients. Call selected appears only after selection and counts eligible selected contacts within current calling assignment or active relief coverage. Select all uses the same action. One eligible campaign opens directly; multiple campaigns run in the protected sequence. Current calling readiness is required. Selected booked Confirmation and Reschedule work can use its own active, paused, completed or archived campaign history. Each selected contact must retain booked-meeting evidence and pass current eligibility checks. Potential, Asked for Info and Referral sequences still require active, non-archived campaigns. Client-wide outreach pauses still prevent calling. Potential, Asked for Info and Referral also require unpaused client outreach. Emergency availability controls and role checks still apply. This does not add combined calling to All, Calendar, Callback or the standalone Potential Meetings page. Review the first setup. Matching settings continue automatically after call review and saving finish. Reschedule, Potential, Asked for Info and Referral keep each campaign's own script, template choices, email settings, booking instructions and attribution. Different settings or missing comparison evidence pause for a summary, named next-campaign confirmation and setup review. Confirmation retains its compatibility checks. Each handoff rechecks assignment, exact selected work, phones, calling hours and compliance. End session stops the run; Finish combined run exits from setup. Return to Follow Ups restores the saved family, search, filters and sorting.
Check calling eligibility
Potential and Asked for Info rows remain visible when calling is blocked, but Call and selection are disabled and the exact reason is shown. Current status, contact or domain blocks, booked or qualified company rules, another SDR's active session, and campaign availability are checked before the Dialer opens. A blocked reason appears only when the row is actually unavailable. When the shared eligibility check marks the row callable, the page keeps Call and selection active and hides stale or Calendar-only warning copy. In the revised internal All overview, a blocked-call explanation sits on its own line below the row so Action, Follow-Up Date, Last Outreach, Campaign, and Set By stay aligned. Use the focused family tab for available actions.
Review Activity Notes and add context
Expand a focused Potential, Confirmation, Reschedule, Asked for Info, Referral, or Callback row to review Activity Notes. The timeline includes the latest calls, valid sent campaign, responder, and Inbox emails, saved notes, follow-up-date updates, and reminder events linked to that exact contact in the selected client. Loading and empty states use sent emails as the inclusive label for these outbound messages. Email entries are labeled Sent email, and synchronized duplicates appear once. Use the Reminders filter to isolate reminder events where available. Internal users can enter a contact note under Add Note and select Save note. After a successful save, the timeline refreshes immediately. Client sessions, All, and Reminders remain read-only for note entry.
Call or complete the follow-up
Use Call from a focused queue to open the campaign Dialer. The Dialer returns to the originating Follow-Ups tab with server-fresh dates and completion state. On a Callback row, Call is the path for completing that exact action after a finalized outbound attempt. You can also expand the Callback row, enter the outcome, and select Complete to record it manually. Prospect and meeting stages stay unchanged. A provider-backed outbound attempt by the assigned SDR marks older open or snoozed inbound callbacks handled only when the client, matched contact, and called phone number all match. For a verified direct Follow-Ups call, saving No Answer moves due Asked for Info work or the exact called Callback seven calendar days after the call. An SDR-selected date wins, an already-future Asked for Info date stays unchanged, and other callback work still due for that contact moves to the same day.
Remove a prospect from active Follow-Ups
On supported internal accounts, use a focused Potential, Asked for Info or Referral tab. Select the row Remove follow-up button to open Activity Notes; this first selection changes nothing. Wait for history to load, review it, then select Remove follow-up below the history and read the confirmation. Keep Active cancels. Confirming marks the prospect Unresponsive, clears its follow-up date and closes open Callbacks for that contact. The contact and decision history remain. Use Removed from Follow-Ups to review prior state, actor and time. Existing account and contact-management permissions still apply; client sessions and read-only overviews do not receive this action.
Recognize imported email history
If Last Outreach shows Imported email with a date, hover for the timestamp and delivery caveat. This fallback describes prior imported activity when qualifying verified outreach is unavailable. It does not prove delivery, count as recent completed outreach, or remove work from Overdue.
Review call and email progress where enabled
Across eligible internal selected-client Follow-Ups boards, Follow-Up Stage combines verified outbound calling sessions and confirmed prospect emails after the starting date or a dated manual correction. No prior attempts shows 1st Follow-Up, one shows 2nd, and two or more show 3rd+. A call and its sent email count separately; multiple phone attempts within one session count once. This applies to Potential, Asked for Info, Referral, and Reschedule. Some accounts use separately reviewed starting-evidence rules: imported counts do not establish a stage, and uncertain evidence leaves Stage unavailable. Temporary rollback controls still apply. Client viewers retain their existing presentation. This stage is separate from priority, due dates, stored status and completion. Read the stacked Action badges from top to bottom: follow-up type, then stage and any available priority label. The stacked pills are centered within their column, without a repeated Action heading above each row. Text inside each pill keeps its consistent inset. In the revised internal rows, date, outreach, campaign and Set By headings align at the top even when adjacent cells contain several lines.
Call selected campaigns where enabled
Review the first setup. Matching settings continue automatically after call review and saving finish. Reschedule, Potential, Asked for Info and Referral keep each campaign's own script, template choices, email settings, booking instructions and attribution. Different settings or missing comparison evidence pause for a summary, named next-campaign confirmation and setup review. Confirmation retains its compatibility checks. Each handoff rechecks assignment, exact selected work, phones, calling hours and compliance. End session stops the run; Finish combined run exits from setup. Return to Follow Ups restores the saved family, search, filters and sorting.
Choose the next step after an attempt
When a row says Called and needs next step, expand it and review Activity Notes. The attempt has not completed the follow-up. Where reminders are enabled for that family, Choose the next follow-up date explains how to use Remind Me. The previous date and activity remain in history.
Review email replies before choosing the next step
On enabled internal boards, choose Reply needs attention in the priority filter. Last Outreach shows Reply received with needs response or review reply thread. Review the conversation in Inbox and respond as needed. A verified human SDR reply can show Email reply sent and Worked, needs next step for eligible Potential, Asked for Info, or Referral work. The follow-up stays open. Review Activity Notes before choosing the next date.
Work through the inbound callback backlog
In the internal Inbound callbacks queue, review counts received over 24 hours ago and needing contact matching. Oldest first is the default; choose Newest first to reverse received order. Use Previous page and Next page for up to 250 items per page. Changing order returns to page one. Open and due snoozed items contribute to pending counts. Review contact matching and calling eligibility before attempting a return call.
Filter internal work by priority
Use All priority states to review the supported priority choices and counts. Priority is read-only and available across internal selected-client boards while the rollout is active. Other controls retain their separate availability.
Read verified callback return outcomes
In Inbound callbacks, read Verified return calls in the last 30 days for linked return calls, covered callbacks, human connections, Meeting Set outcomes and median time to the first linked return. Only newly recorded exact-call links count. Older handled items may have no link. These are call outcomes, not confirmed held meetings. If evidence is unavailable, the callback queue remains usable.
Read Original due after verified work
On enabled internal views, a date-only follow-up marked Worked, needs next step shows Original due when it has both a saved due date and qualifying outreach evidence. The date is visually subdued because it is context for the work already attempted. It is not cleared or moved, and the follow-up remains open. Timed promises, confirmations, missing evidence, and work that needs attention keep Follow-up Date. Review Activity Notes and choose the next step using the controls available in that view. The worked outreach display shows the call or email reply date first, then a compact outlined result label, such as No answer or Reply recorded, with Needs next step underneath. Hover for available time and actor details. On Follow-Ups, Original due aligns directly beneath its label without the date card border or padding.
Select contacts before combined calling
On internal Follow-Ups boards, authorized callers can select contacts in Potential, Asked for Info, Referral, Confirmation or Reschedule across selected clients. Call selected appears only after selection and counts eligible selected contacts within current calling assignment or active relief coverage. Select all uses the same action. One eligible campaign opens directly; multiple campaigns run in the protected sequence. Current calling readiness is required. Selected booked Confirmation and Reschedule work can use its own active, paused, completed or archived campaign history. Each selected contact must retain booked-meeting evidence and pass current eligibility checks. Potential, Asked for Info and Referral sequences still require active, non-archived campaigns. Client-wide outreach pauses still prevent calling. Potential, Asked for Info and Referral also require unpaused client outreach. Emergency availability controls and role checks still apply. This does not add combined calling to All, Calendar, Callback or the standalone Potential Meetings page. Review the first setup. Matching settings continue automatically after call review and saving finish. Reschedule, Potential, Asked for Info and Referral keep each campaign's own script, template choices, email settings, booking instructions and attribution. Different settings or missing comparison evidence pause for a summary, named next-campaign confirmation and setup review. Confirmation retains its compatibility checks. Each handoff rechecks assignment, exact selected work, phones, calling hours and compliance. End session stops the run; Finish combined run exits from setup. Return to Follow Ups restores the saved family, search, filters and sorting.
Open priority and timing guidance
On an enabled internal Pending view, select the info button beside the Priority filter, labeled About follow-up priority and timing. The popover explains that worked follow-ups remain open until the next step is resolved. Select All Timing to include both worked and overdue items. Press Escape to close the popover.
Review recognized campaign work
On separately enabled internal accounts, an ordinary campaign call can also mark one dated Potential, Asked for Info or Callback obligation Worked, needs next step. SalesHive must verify the prospect, selected client, campaign, calling session and caller, and find only one unambiguous obligation. Another open or recently completed callback can prevent credit even when it is hidden from the current view. The call must meet the existing due-date and five-business-day rules; timed callbacks still require work at or after the promised time. Later status, date or callback changes invalidate older calls. Confirmation and Reschedule keep their meeting-specific evidence, and Referral remains eligible for verified email credit only. This recognition changes no saved date, status or task completion. Review Activity Notes and choose the next step. Availability is limited to selected internal accounts and can differ between clients; it is not enabled for every account or for client views.
Filter by outreach recency
On Potential or Asked for Info, open Filters and choose Outreach recency. The choice applies immediately to this tab after the outreach evidence loads. Close hides the panel.
Read an optional follow-up date
Not scheduled means no valid follow-up date is saved. Potential, Asked for Info and Referral work can remain undated without a repeated Needs date badge in Action. Potential and Asked for Info date cells show Not scheduled, and the timing, priority and property filters use that label. Missing dates on callbacks or meeting-related work can still show Needs date because those workflows require scheduling. This wording does not schedule, complete or change the status of any follow-up.
Remove a callback that no longer needs work
In an authorized internal Callback view, select Remove follow-up on the exact task. It saves immediately without an outcome-entry form, records Follow-up removed and closes that callback while preserving its history. It does not change the contact or meeting status. Wait for saving to succeed; if it fails, read the error and refresh the task before retrying. The read-only All overview does not offer this action.
Stop a meeting follow-up cycle
In an authorized focused Confirmation or Reschedule tab, select Stop meeting follow-ups to open the activity review. After history loads, select the action below it and confirm. For Confirmation, this stops remaining confirmation call tasks for the current booking cycle. For Reschedule, it closes the active reschedule review. Both preserve the meeting record and meeting status and leave automated emails unchanged. Open Callbacks for the contact also close. A later booking or reschedule can start a new cycle. Keep Active cancels without saving.
Review incomplete referrals in Testing
For approved validation in SalesHive Testing (Do Not Delete), open Referrals and research from your own authorized employee account. In Referral research, choose a research status and select Refresh or Load more research when available. Expand a record to read the original prospect, call notes and instructions. A manager or strategist can choose an assigned strategist as Research owner. This separate queue preserves incomplete referrals without inventing a person or changing the original call result.
Save evidence for manual review in Testing
On a Needs research record, open Add researched contact information. Enter the person, company, available email or phone, source URL, source description and why the evidence identifies the referred person. Select Save candidate for review before refreshing or changing filters; this form is not autosaved. Assisted research is unavailable during validation.
Confirm the researched person in Testing
On a Needs review candidate, compare the source with the original instructions and select Find matching client contact. Review a matching contact, confirm the identity checkbox and select Confirm contact. If no active match is found, enter the verified name and phone type when required, confirm the evidence and select Create and confirm contact. SalesHive also checks archived records before saving. Confirmation does not enroll, email or call the person. Use a reason with Close research or Reopen research when the record needs to stop or return for correction.
Read the contact job title
Review Title beside the prospect or contact details. Not recorded means no saved job title is available. The field appears across follow-up work rows, including callbacks, potential meetings, referrals and Asked for Info. It does not change follow-up status or priority.
Read rows on a narrower workspace
On the revised internal board, row details use the available workspace width. Actions move below the details when space is limited, and fields stack into two columns or one on smaller screens. Stop meeting follow-ups has its own action row when shown beside Mark done and Call. These layout changes do not change eligibility, saved dates, completion or calling rules. All remains a read-only overview.
Coordinate today’s CRS coverage
Internal users may see CRS coverage today when the selected client has an assigned or in-progress coverage mission spanning today in Eastern time. Review due confirmations with the listed CRS. Set By continues to identify who booked the meeting. This notice does not transfer ownership, grant calling access or change the client-user presentation.
Identify a CRS-booked confirmation
When a meeting can be matched to its CRS booking assignment, its row shows CRS booked followed by the booker’s name. Confirmation rows also show Confirmation assigned to with that same name. This booking attribution is separate from CRS coverage today and can remain after the mission ends. Set By and existing calling checks remain unchanged. A missing label does not prove that CRS coverage never occurred.
What the buttons do
- All / family tabs
- Switches between the internal read-only combined overview and each focused working queue. Confirmation includes only active Meeting Set and Meeting Rescheduled records, and grouped views omit empty families after filtering.
- Reminders
- On an enabled internal pilot board, opens the read-only collection of paused Potential, Asked for Info, and Reschedule work.
- Remind Me / Change Reminder
- After Activity Notes load on an expanded eligible row, creates or revises a future reminder with a required reason.
- Cancel Reminder
- From an expanded Reminders row after Activity Notes load, confirms cancellation and restores the Follow-Up Date that existed before the reminder was first set.
- Priority state
- On enabled internal boards, filters Pending by Needs attention, Worked, needs next step, Scheduled, or Not scheduled. All priority states is the default.
- Filters
- Opens internal property rules for action type, date, workflow state, timing, Set By, campaign, prospect or company, title, and timezone. On supported Potential and Asked for Info tabs, also contains Outreach recency, which applies immediately.
- All Timing / Overdue
- All Timing retains open matches. Overdue uses exact-action call evidence in the priority pilot, with timed obligations retaining urgency. Other boards retain their existing recent-outreach rule.
- Last Outreach
- Shows Loading while evidence arrives, then the newest qualifying call or confirmed sent email. Imported email is a labeled history fallback, never proof of completed follow-up. Sorting and recency filtering activate after the evidence read.
- Follow-Up Date
- Opens a calendar above the list so an authorized internal user can change or clear the date from a direct Potential, Asked for Info, or Reschedule queue.
- Select all visible potential meetings
- Selects only eligible rows in the focused lightweight Potential queue.
- Call campaign
- Opens one Dialer group for the selected callable prospects in that campaign.
- Call
- Opens the permitted prospect in the correct campaign Dialer when all current safeguards pass. On a Callback row, it keeps the Dialer tied to that exact callback. A provider-backed No Answer from the verified direct session applies the guarded seven-calendar-day retry rule to eligible Asked for Info or exact Callback work.
- Complete
- Records the outcome entered in an expanded Callback row without changing the prospect or meeting stage.
- Inbound callbacks
- Opens the missed callback and voicemail recovery queue with its pending, snoozed, and handled work.
- Redial in dialer
- Opens a matched callback contact in the Dialer while preserving normal status, blocklist, and session checks.
- Add Note / Save note
- Lets an internal user append a contact note from an expanded focused row and refreshes Activity Notes after the save.
- Activity Notes: Reminders
- Filters the unified activity timeline to reminder creation, change, and cancellation events.
- Export CSV
- Downloads the rows that match the active tab, search, campaign, Set By, timing, priority, stage, and property filters.
- Remove follow-up
- For eligible Potential, Asked for Info and Referral rows, first opens activity review. The action below loaded history asks for confirmation before changing status and closing follow-up work. Callback rows retain their separate exact-task action.
- Activity Notes: Emails
- Shows the contact's latest valid sent campaign, responder, and Inbox email activity for the selected client. Loading and empty states use the inclusive sent emails label, and synchronized duplicates appear once.
- Removed from Follow-Ups
- Shows authorized retained removal history through the stage filter, including when new removals are temporarily disabled.
- Call selected
- Appears after contact selection on boards with combined calling enabled. Opens only eligible selected contacts and counts contacts inside your calling assignment. Select all uses this same action. One campaign opens directly; multiple campaigns use the guarded sequence. No combined calling bar appears for an empty selection. Blocked confirmations remain visible for review but cannot be selected or included in this call batch.
- Reply needs attention
- On internal boards while the priority rollout is active, filters to open work with an unanswered qualifying prospect reply. Also available in advanced due-timing rules.
- Oldest first / Newest first
- Change callback received order and return to page one.
- Previous page / Next page
- Move through pending inbound callbacks, up to 250 items per page.
- About follow-up priority and timing
- Open the info popover beside the Priority filter on enabled internal Pending views. It explains worked status and All Timing without changing your filters or follow-up.
- Remove follow-up (Callback)
- Immediately close the selected eligible callback with the saved outcome Follow-up removed. This is separate from Remove follow-up on other families.
- Stop meeting follow-ups
- Opens activity review for eligible Confirmation or Reschedule work, then requires confirmation to stop that meeting follow-up without cancelling the meeting or changing automated emails.