Based on the call result, a contact is automatically placed in the follow-up queue.
To go to the follow-up queue, click Dialer at the top menu. The follow-up queue is on the right side of the screen.
As a default, the follow-up queue displays the contacts that your whole team had previously called. To view the contacts that you have reached out to before, click the Team Follow-Up Queue button and click My Follow-Up Queue.
To call a contact, click the call button to the right of their name.
You may also call everyone on the list by clicking Start Session. Doing that puts them all in a queue so you can go through the list all at once.
Who gets added to the follow-up queue?
Contacts will be added to the follow-up queue when the call result is as follows:
Not Interested
No Answer
Left Voicemail
Warm Lead
Hot Lead
When are my contacts placed in the follow-up queue?
Contacts are added to the follow-up queue right after the call. However, depending on how your follow-up settings are set up, contacts will either show as "Ready to Call" or "Scheduled for (date)".
To review your dialer settings, visit When are contacts added to my follow-up queue?
I don't have to call a contact anymore. Can I remove someone from the follow-up queue?
Yes. If you need to remove a contact from the follow-up queue, click the three dots to the right of their name.
Click Remove from Follow-up Queue.
