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Create follow-up schedule for leads after failed call

Create follow-up schedule for leads after failed call

You record a 'not reached' call and leads don't get a next-call date or missed-call count, leaving reps unclear on who to call. It sets next-call dates and increments counters so reps act same day.

Create follow-up schedule for leads after failed call

Overview

Missed call attempts often leave leads without a clear next step and cost reps valuable time deciding who to call. This flow updates the missed-call count and writes a next-call date automatically so reps always see the right follow-up and can act same day.

Create follow-up schedule for leads after failed call