Remind the team when a lead goes quiet

From the menu: Leads → Lead Settings. Open the Auto follow-up tab.

This panel creates a follow-up for the assigned agent.

• Enable auto follow-up reminders: turn the switch on.
• Wait period: how long to wait after the last matching action. Start with Every week.
• Send time: the hour (company time) for agent and team-leader reminders. Example: 12:00.
• Create a reminder after these ratings: after an action with one of these ratings, the agent is reminded if nothing new happens during the wait. Tick at least one. A usual start is Very good, Good and Average.

Two cases:

• The lead has no activity yet — a reminder is created.
• The last action matches a ticked rating (or has no rating) and the wait period passed with nothing new — a reminder is created.

No reminder if the last action is Bad or Very bad and those boxes are not ticked. No reminder if a follow-up is already pending, or the deal is on a Done or Refused stage.

This panel is separate. It does not create a follow-up on the lead. It tells leaders how many leads have no follow-up or action.

• Remind team leaders about leads with no activity: turn the switch on.
• How often to send: Daily, Every 3 days, Every week, Every month, or Every quarter.
• Who receives the reminder: tick one or both — Direct managers of assigned agents, and Employees who can view all leads.

One Save under both panels. Agent reminders and leader reminders can be on or off independently.