Scheduling and completing follow-ups

From any lead's detail page, schedule a follow-up with a date, time, and a short note about what needs to happen (call back, send pricing, demo, etc.).

Where they show up

• On your dashboard, if due today or overdue
• On the Follow-ups list, sortable by due date

Mark one Complete once it's done — LeadArc records the completion time. If a follow-up's date passes without action, it's flagged as Missed so nothing quietly falls off your radar.