Follow-up Pipeline

Review opportunities

1. Open Follow-up Pipeline and choose This week or This month.
2. Review the summary counts for open opportunities, due items, items needing review, unconfirmed reminders, and stale items.
3. Narrow the list with its source, stage, confirmation, due, stale-risk, and shop filters.
4. Open a related appointment when you need the full customer or service context.

Work one customer

1. Choose Send Follow-Up on an opportunity and select the contact option in the composer.
2. Send the message or complete the call flow, then review the saved outcome and history.
3. Choose Snooze to schedule another follow-up for the next day at 9 a.m., or Mark Stale when the opportunity is no longer relevant.
4. Use Book Appointment when the customer is ready to schedule.

Contact a group

1. Select the opportunities to include and choose the batch-send action.
2. Choose Auto, SMS, In-app, or AI Call; select an offer only if it belongs in the message.
3. Choose Preview and review the queued, skipped, and unsupported records.
4. Choose Run only after reviewing the preview, then confirm the send.
5. Review the result and recent batch history after the run.

The weekly/monthly queue button runs its retention job immediately. Use it when you intend to create that queue, then review the result on the page.