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Follow-up Workflow
One-click queue for callbacks, lead review, and open staff follow-ups.
What this page is for
Use when staff asks: who should I contact next?
How to set it up
- 1Capture missed calls and leads.
- 2Create tasks from missed calls.
- 3Review or call back directly.
Demo workflow
Follow-up Workflow workflow demo
A workspace user opens Follow-up Workflow and needs to understand what action to take.
1
Open the page
Go to Follow-up Workflow from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.