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Set the next follow-up

Give each enquiry a named next action and a date, with a task when the action needs its own tracking.

Sales and account teams1 min readVerified
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Read the last contact

Open the lead and review Last contact alongside the conversation history. A recorded contact date is evidence of contact; changing a date alone does not send a message or make a call.

Write a concrete next step

Edit Next step with a verb and a clear outcome, such as confirming the decision-maker or asking for a budget range. Set the follow-up date so the enquiry returns at the right time.

Lead inspector with contact, source, owner, fit and dated next step
Review responsibility and the next action in the lead’s details. Select the image to view it larger in a new tab.

Track the action in Tasks

Choose Make it a task when the action needs an assignee, due date or task discussion. Review the task’s details and linked lead. Use the linked task for execution rather than creating a second independent reminder.

Close the loop

After the action, update the lead with the result and choose the next step or stage. Quiet 14 days+ helps surface enquiries with little recent contact; it is a review list, not an instruction to send a generic message to everyone.

Keep learning

Create and assign a leadMove a lead to another stageCreate a task

Use this in a workflow

From enquiry to won workTurn work into payment

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