DocumentationLead ManagementFollow-ups & Reminders

Lead Management

Follow-ups & Reminders

Never miss a follow-up opportunity. Set reminders, automate follow-ups, and track all customer interactions in one place.

8 minutes

Essential for Sales

Set Up Follow-up Rules

Create automated rules for when and how to follow up with leads.

Go to Settings → Follow-ups & Reminders
Click 'Create New Rule' to start
Define trigger conditions (new lead, no response, etc.)
Set time delays (immediate, 1 day, 3 days, 1 week)
Choose follow-up action (email, SMS, notification)

Create Manual Reminders

Set individual reminders for specific leads or tasks.

Open a lead from your CRM
Click 'Set Reminder' button
Choose date and time for reminder
Add reminder notes and action items
Select notification method (email, SMS, dashboard)

Configure Notification Preferences

Customize how and when you receive follow-up notifications.

Enable/disable email notifications
Set up SMS alerts for urgent follow-ups
Configure in-app notification sounds
Set quiet hours (no notifications during sleep)
Choose notification frequency (instant, daily digest)

Use Follow-up Templates

Create reusable templates for common follow-up scenarios.

Access Templates from Follow-ups section
Create templates for: initial contact, price inquiry, test drive follow-up
Customize message content for each template
Include personalization tags (name, vehicle, price)
Save and reuse templates across leads

Track & Manage Follow-ups

Monitor all your follow-ups in one centralized dashboard.

View upcoming follow-ups in calendar view
See overdue follow-ups highlighted in red
Mark follow-ups as complete when done
Add notes after each follow-up interaction
Generate follow-up activity reports

Types of Reminders

Call Reminders

Set reminders to call leads at specific times

Scheduled for specific date/time

Email Follow-ups

Automated or manual email reminders to send

Can be automated or scheduled

SMS Reminders

Text message reminders for urgent follow-ups

Instant or scheduled

Meeting Reminders

Reminders for test drives or in-person meetings

1 hour before appointment

Task Reminders

General task reminders (paperwork, documentation)

Based on due date

Urgent Alerts

Priority reminders for hot leads or time-sensitive deals

Immediate notification

Popular Automation Rules

New lead → Send welcome email immediately

No response after 24 hours → Send follow-up email

Price inquiry → Schedule call reminder in 2 hours

Test drive completed → Follow-up email next day

7 days no contact → Re-engagement email

Lead goes cold → Move to nurture campaign

Vehicle price reduced → Notify interested leads

Lead opens email → Create task to call within 1 hour

Birthday/Anniversary → Send greeting + special offer

Vehicle sold → Update lead and suggest alternatives

🎯

Best Practices

Follow up within 5 minutes of receiving a new lead (increases conversion by 400%)
Use multiple touchpoints: email → call → SMS → email sequence
Personalize every follow-up with customer's name and vehicle interest
Set reminders for optimal times: 10-11 AM or 4-5 PM on weekdays
Don't give up after 1-2 attempts - most sales happen after 5+ touchpoints
Use calendar view to prevent double-booking or missing appointments

💡

Pro Tip

Set up a "5-5-5" follow-up rule: Contact a new lead within 5 minutes, if no response follow up again in 5 hours, then 5 days. This creates multiple touchpoints without being too aggressive, and dramatically improves conversion rates.

Notification Preferences

📧

Email

Get reminder emails

📱

SMS

Urgent text alerts

🔔

In-App

Dashboard notifications

🌙

Quiet Hours

No alerts 10PM-8AM

📊

Daily Digest

Summary email once per day

⚡

Instant

Real-time notifications