Follow-ups: Due Today and Overdue
Last reviewed
How the next action on a lead drives your daily lists and reminders.
Every lead can carry a next action: a date, a time and how you plan to reach out. The lead list groups by it — Overdue, Due Today, Upcoming — and the dashboard shows the counts.
- Logging a call, message or visit from the lead updates the timeline and lets you set the next action in the same step.
- Reminders arrive as a twice-daily summary of what is due, rather than an alert at the exact minute.
- Dates follow your company timezone, so a team spread across offices sees the same day.