Follow-up schedules

Schedules are quick reminders on a contact with a date, owner, status and note. A nightly command flips anything past due to Overdue, and entries also appear on the lead timeline.

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Lightweight reminders tied to a contact; a nightly job flips past-due ones to Overdue so nothing slips.

Schedules are quick reminders on a contact with a date, owner, status and note. A nightly command flips anything past due to Overdue, and entries also appear on the lead timeline.

What’s included

  • List, Kanban and summary cards
  • Create straight from a lead's timeline
  • Nightly overdue sweep

See follow-up schedules inside Chronex360.

Bring leads, conversations, catalogue sales and reporting into one workspace.