Skip to content
YepstaYepsta Help Centre

Work with Lead Activities and Follow-ups

Activities preserve what happened. Follow-ups add a due date, owner and next action so the team can work from a shared queue.

Record an interaction

Section titled “Record an interaction”

Open the lead and choose Add note or Record contact. Select the supported contact type and direction, then enter a concise outcome. Recording a call, email or meeting logs the event; it does not perform the external communication.

Schedule and complete follow-ups

Section titled “Schedule and complete follow-ups”
Manage the next commitment
  1. In the Lead Focus Workspace, choose Schedule follow-up.
  2. Set the due date and time, channel, owner, priority, subject and optional notes.
  3. Open CRM → Follow-ups and choose Due, Overdue, Upcoming or Completed.
  4. Filter by permitted location, owner or lead/contact search.
  5. Select Complete, enter the required outcome and optionally schedule the next follow-up.
  6. When permitted, move the lead to another active pipeline stage as part of completion.

Assigned to me uses the signed-in user’s linked staff identity. Whole-team or another owner’s queue requires broader access. Pending follow-ups can be edited or cancelled; completed and cancelled rows remain in history.

Closing a lead as won or lost cancels pending follow-ups but retains them in the timeline. Reopen the lead before scheduling new open-pipeline work.

Troubleshooting

Section titled “Troubleshooting”
  • Missing assigned work: confirm the dashboard login is linked to the intended staff profile.
  • Team follow-ups unavailable: check the exact Follow-ups permission and location access.
  • Owner unavailable: the selected person must be active and eligible for the lead’s location.
  • Alert missing: check the assignee, Business Alerts inbox and the relevant Notification Centre preference; the saved follow-up remains valid even if delivery fails.

Last reviewed: