Today’s follow-ups

Every lead you marked Interested, Follow-up, Call Later, or similar comes with a scheduled date and time. The Today’s Follow-ups screen surfaces the ones due today, so you know who to call back.

Opening the screen

Two ways in:

• Tasks tab → follow-up icon (top)
• A notification that fires 5 minutes (or 30 seconds) before the scheduled time — tap it to open the screen with that lead in focus.

What the screen shows

The header reads N followups for today and the list shows one row per follow-up:

• Name of the lead.
• Phone number.
• Call button — initiates the call directly.

Tap any row (not the call button) to open the Follow-up detail screen for that lead.

Follow-up detail

This is the deepest view of a single lead on mobile. It shows:

Header

• The lead’s name and phone.
• Try count — how many times you’ve attempted them so far.
• Success count — how many calls actually connected (duration > 0).

Call History tab

Every previous call to this lead, with:

• Agent who made the call (if your team has multiple agents on a lead).
• Status logged at the time.
• Duration.
• Time elapsed since (e.g. “2 hours ago”).
• Recording indicator (a small icon) if there’s a recording attached.

Status Timeline tab

A vertical timeline of every status change for this lead:

Unassigned → Assigned → Followups → Interested → Customer

Useful when you’re picking up a lead someone else worked previously and want to see what happened.

Working the follow-up

The natural flow:

1. Tap the row → see the call history.
2. Tap the call icon at the top → initiate the call.
3. After hang-up → log the Call Feedback.
4. Either schedule the next follow-up, or mark a terminal status (Customer, Not Interested).

When you submit, Calliyo:

• Adds a new entry to the call history.
• Adds a new status to the timeline (if status changed).
• Removes the follow-up from “today’s” list if you didn’t reschedule for today.

Notifications

If notifications are enabled (Settings tab toggle), you’ll get a heads-up:

• 5 minutes before the scheduled time — “Calling [Name] in 5 minutes”.
• 30 seconds before — “Time to call [Name]”.

See Notifications & auto-checkout for the permission requirements and how to test.

Empty state

If you don’t have any follow-ups scheduled for today:

🎉 Hurray! no followup calls for today

That just means you’re ahead. Use the time to work fresh leads from the Tasks tab.