When you call someone, DealMachine automatically adds them to the follow-up queue based on the call result.
To access the follow-up queue, navigate to the main menu and select Dialer. You will find the follow-up queue on the right side of the screen.
Although contacts are immediately added to the follow-up queue, they will appear as "Ready to Call" only after X number of days since you called them, following your Follow-Up Settings. Example:
The default number of days are:
Not Interested - 120 days
No Answer / Left Voicemail - 30 days
Warm Lead - 14 days
Hot Lead - 7 days
Otherwise, it will indicate when the contacts are scheduled to be called, like this:
How can I update my settings?
To configure your settings, go to Account & Settings by clicking your picture (your initials if you have not uploaded a picture yet) at the top right corner.
Click Application Settings.
Click Dialer Settings.
Click Follow-up.
As a default, "Add to follow-up queue when marked as "Not Interested"" is enabled and is set to 120 days.
Edit the number of days by clicking on the number.
When you call someone and the call result is No Answer, they will be placed in the follow-up queue immediately, but you can also edit the number of days when they will be marked as "Ready to Call" by clicking on the number. The default is 30 days.
The same goes for when the call result is Warm Lead. The default is 14 days. Click the number to edit the number of days.
Lastly, you may also update the settings for Hot Lead by clicking the number. The default is 7 days.
You have called a phone number multiple times and still get no answer. You may remove it from your dialer queue by specifying the number of times you want to call them until they are automatically removed. The default number of times is 12.
