Follow Up Rules

Audience: Levitate

Longer overdue follow ups have a lower priority than other rules. Right now, for example, they are bellow the reschedule blitz and others. Depending on how long overdue they are they may only show up much lower down in the priority list

Follow Up Scheduled Rule 

Includes any follow up "explicitly scheduled" that was due in the last 24 hours. 

Follow Up Today Rule

Includes any follow up (scheduled or not) due in the last 8 hours. 

Follow Up 14 Days

Includes follow ups in the last 14 days

A "not-schedule" follow up due yesterday will not be a candidate until the "last 14 days" rule

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us