How to set follow-ups

Open a lead's profile

Click any lead in the Leads table to open their profile. You will see their contact details, activity history, and a Set Follow-Up button.

Click Set Follow-Up and choose a date

Click the Set Follow-Up button. A date and time picker appears. Choose when you want to be reminded to follow up with this lead.

View all your upcoming follow-ups

All upcoming follow-ups are listed on the Follow-Ups page in the sidebar, sorted by date with the nearest first.

Get reminded on the follow-up date

On the scheduled date, Leadber shows a reminder in your dashboard notification area. Click it to open the lead and take action immediately.

Update or clear a follow-up

To change a follow-up date, open the lead's profile and click the existing date to modify it. Click Clear to remove the follow-up entirely.