Meeting Follow-ups

How to use this page

1. 1

   Open the selected-client worklist

   Open Meetings > Follow-ups and choose a client in the switcher. The page is deal-scoped. Pending and Done remain available in the standard worklist, while staff-only presentation controls depend on the selected deal.

2. 2

   Filter the work

   Search by prospect, company, or title, choose campaigns, choose an owner when available, and select All Timing, Overdue, Today, Upcoming, or Needs date. Due timing applies to active work, while search, campaign, and owner filters also narrow Done. Apply advanced rules when that staff-only filter is available.

3. 3

   Choose a follow-up family

   Use Pending to work open Confirmation, Reschedule, Asked for Info, Potential, Referral, or Callback rows available in the current scope. On a staff presentation view, focused families expose selection and grouped calling, while the combined All overview is read-only for bulk selection.

4. 4

   Export the current view

   Choose Export CSV after selecting the tab, family, search, campaign, owner, timing, and advanced rules you need. The file contains only the rows in that current filtered view. It includes action and workflow details, prospect and company fields, owner, campaign, follow-up timing, completion details when available, and the Platform Contact ID. The button is unavailable when the current view has no rows.

5. 5

   Review rows and activity

   Expand a row to read selected-deal Activity and notes when available. Reschedule rows use their saved follow-up date, show Needs date when it is missing, and can show Called today after same-day call activity. Confirmation and completed meeting times use the stored meeting timezone, with a local fallback when that value is invalid.

6. 6

   Call and return to the same tab

   Choose Call on an eligible row or use a focused-family campaign call control. End Session, close the session summary, or choose Back to Campaign to return to the Follow-ups tab that started the call.

7. 7

   Use Calendar when authorized

   Calendar is a staff-only read view. It is available only for the exact approved full-presentation cohort or the six-deal internal Calendar canary, not for every employee deal. Use Day, Week, or Month and the Potential, Confirmation, Reschedule, Asked for Info, and Callback family pills. If Calendar data is temporarily unavailable or the Calendar rollout is disabled, the Calendar tab is hidden while Pending and Done remain available. Clients do not see Calendar.

8. 8

   Review Done and inbound callbacks

   Use Done for the most recent 14 days of completed work. Open Inbound callbacks for the separate missed-call and voicemail recovery queue, where assignment, snooze, redial, handled, and read controls are shown when available.

What the buttons do

Export CSV

Download the rows in the current filtered Pending, Done, or authorized Calendar view.

Pending

Show open follow-up work in the current client and viewer scope.

Done

Show the most recent 14 days of completed follow-up history.

Calendar

For authorized staff on the approved full-presentation cohort or six-deal canary only, show dated pending and callback actions by Day, Week, or Month when its read is available.

Search prospect or company

Narrow the current worklist by prospect, company, or title, including historical Done rows.

Campaign / All Owners

Filter by campaign or, for authorized staff, by owner.

All Timing / Overdue / Today / Upcoming / Needs date

Filter active work by the applicable follow-up date.

Call / Call selected

Open a campaign-scoped dialer session for an eligible row or selected group.

Inbound callbacks

Open the separate missed-call and voicemail recovery queue.

Common questions