Find overdue and today's follow-ups in Leadnote

The quickest way to see what needs doing is the Follow-up schedule card on the Dashboard: pick a timeline such as Today or All overdue and the card lists every matching lead with its next follow-up date and note. The same information is also available as lead list filters, on the calendar and on the Follow-Ups tab of the mobile app.

The dashboard Follow-up schedule

Open Dashboard in the sidebar and scroll to the Follow-up schedule card. It follows the lists you selected at the top of the dashboard, so choose your lists first.

Two controls shape the card.

Assigned To is a multi-select of users. The default is All Users. Tick one or more people to narrow the card; use "Search users" to find someone in a long team.

Follow-up Timeline has six options:

A sentence above the table gives the count in plain words, for example "3 follow-ups scheduled for today", so you can read the number at a glance.

The table shows Name, Organization, Potential, Product Groups, Customer Group, Assigned To, Next Follow-up Date and Follow-up Notes, eight rows per page. Press View Lead to open the lead, log what happened and complete or reschedule the follow-up. See Complete or reschedule a follow-up.

When nothing matches you see "No Follow-ups due on this day" with the hint "Start assigning leads and set follow-ups".

Overdue on the lead page

Open a lead. If its follow-up time has already passed, the Assignment & Follow-up card shows a red badge reading "Overdue by" followed by how long, for example "Overdue by 2 days". The follow-up stays overdue until you complete it or reschedule it. Nothing is deleted automatically.

The small difference between the lead page and the dashboard is deliberate: the lead page is exact to the minute, while the dashboard groups by whole days.

Filter the lead list by follow-up

1. Open Leads & Customers.
2. Open the filter panel and expand the Follow-up section.
3. Choose a preset: Overdue, Today, Tomorrow, This Week, Next Week, No Follow-up Date, Do Not Follow Up, or a Custom Range.

The chosen filter appears as a chip such as "Follow-up: Overdue" that you can remove with one click. You can also sort by Follow-up Date and add the Next follow-up Date and Follow-up Notes columns through the column chooser. More on filters is in Search and filter leads.

See the day on the calendar

The Follow-up Calendar shows each follow-up on its day. Overdue entries are marked, and the side panel for the selected date has an Overdue label. Use the Agenda view for a flat list of the days ahead.

On the mobile app

The Follow-Ups tab opens on today, and its timeline control offers Selected day, Next 7 days, Last 7 days, All overdue and All upcoming. Overdue entries carry an Overdue mark. The tab is described in Set follow-ups and to-dos in the app.

Make overdue work a habit, not a surprise

• Start the day on the Today timeline and clear it before moving on.
• Use All overdue at the end of the week, and either complete or reschedule each lead. A reschedule keeps a record, so the history shows how long a lead waited.
• Check Date to be set weekly. These are assigned leads with nobody expecting to contact them.
• For leads you decided not to chase, set the lead to Do not follow-up so they do not clutter the list. See Repeat follow-ups and Do not follow-up.

Who sees what

You see follow-ups for leads you are allowed to access. Owners and managers see every lead. Whether a team member sees a teammate's leads depends on the lead access rules and team visibility settings your owner chose.