Automated Lead Follow-Up Tasks

Overview

Automated follow-up tasks allow you to schedule future tasks automatically when a lead moves into a specific status. For example, you can set a phone call to be created 30 days after a lead is marked as Delivered, or an SMS reminder 180 days later.

Each follow-up task is assigned to the lead's current assignee and queued automatically. This feature requires Lead Cluster Tasks to be enabled in LMS Settings.

Setting Up Automated Follow-Up Tasks

1. Go to Settings > Leads & CRM > Lead Settings.
2. Under Pipeline, find the lead status you want to add follow-up tasks to.
3. Click Edit on that status.
4. Scroll down to the Automated follow-up tasks section and click Add follow-up task.
5. Fill in the following fields:
   • Task title: A name for the task (e.g. "Post-delivery check-in" or "6 month service reminder").
   • Type: Choose Phone, Email, or SMS.
   • Days after status change: How many days after the lead moves into this status the task should be created.
     
6. Toggle the task Active to enable it.
7. Click Save.

Adding Multiple Follow-Up Tasks

You can add more than one follow-up task per status. Click Add follow-up task again to create additional tasks with different titles, types, and timings. Each task can be individually toggled active or inactive, and deleted using the trash icon.

Example

For a "Delivered" status, you might set up:

• Follow-up 1: "Post-delivery check-in" via Phone, 30 days after status change.
• Follow-up 2: "6 month service reminder" via SMS, 180 days after status change.