Follow-ups & Callbacks
To access this feature, open your CRM Dashboard and click on Follow-up Management. Keep pending callbacks and scheduled next actions organized so telecallers know whom to contact next, and managers can see where deals are progressing.
Setup Instructions
Step 1
Select Follow-up Management from the main navigation menu.
Step 2
Schedule callback dates and specific reminder times immediately following any conversation.
Step 3
Categorize leads into priority queues: Overdue, Due Today, Tomorrow, and Later this Week.
Step 4
Telecallers receive Android mobile push notifications 10 minutes prior to every scheduled conversation.
Step 5
Managers can review overdue follow-up tallies and reassign stalled prospects in bulk with one click.
Got Questions?
Frequently Asked Questions
DialSummary groups follow-ups by due date and urgency, giving every caller a clear daily queue of exactly who to contact next.
Yes. Push notifications trigger on both mobile and web browsers before scheduled callback times.
Yes. Managers can select overdue tasks and assign them to active agents in seconds so opportunities don't stall.