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Assignment and follow-ups

Assign lead owners and schedule follow-ups so Today stays an actionable queue.

Assignment

Every active lead should have an owner. Assign from Today, Table bulk actions, or lead detail. Use Assign to me from Today when you pick up queue items.

Follow-ups

Follow-ups put the next action on the calendar of work. Due follow-ups appear in Today so the team can clear the queue.

  • Set a realistic next date when you leave a conversation
  • Complete or reschedule follow-ups instead of leaving stale dues
  • Combine follow-ups with automations for acknowledgement, then human ownership for nuance

Unassigned and waiting

Next step

Capture, organize, assign, and follow up with leads.

More Leads guides →

Related guides

  • Leads overview

    Capture, organize, assign, and follow up on leads from website enquiries and other sources.

  • Today, Table, and Pipeline

    Choose the right Leads view: Today for the queue, Table for lists, Pipeline for status movement.

  • Lead detail

    Work a single lead: assignment, follow-up, communications, timeline, and notes.

  • Unified messaging inbox

    Unified messaging inbox for agency email, SMS, and WhatsApp — plus soft-federated OTA (Channex) threads in Messages when you have channel access.

  • Actions and waits

    Define what an automation does and insert Wait steps between actions when timing matters.