My Day, follow-ups and tasks

My Day lists everything that needs you, most urgent first. Filter it with the chips at the top:

After a call, click Log on the lead and pick the outcome — Connected, No answer, Call back or Not interested. Telemantix records it on the lead's activity and suggests the next step: “No answer” offers a retry tomorrow at 10 AM, “Call back” lets you pick a time, and “Not interested” closes the lead out.

A follow-up is a planned next contact with a lead: a call, WhatsApp, email or meeting at a set time, owned by one person. Add one from the lead record, from My Day or from Follow-ups. Quick picks (in 1 hour, this evening 5 PM, tomorrow 10 AM, next week) save typing.

The owner gets a reminder 15 minutes before it's due. Rescheduling moves the reminder too. Mark it done when you've made contact and it's recorded on the lead's activity.

If a follow-up's time passes without being marked done, it becomes missed (checked every 15 minutes). The owner is alerted, it shows under Overdue in My Day, and it counts in the daily summary until someone completes or reschedules it. You can also run an automation rule on “Follow-up overdue” — for example, notify the manager.

Tasks are to-dos that aren't a conversation — “send the quotation”, “prepare the site-visit plan”. They can be linked to a lead or stand alone, have a priority (low, medium, high, urgent) and an optional due date.

Admins and managers can switch My Day, Follow-ups and Tasks to the Team view to see everyone's workload, overdue items per person and who needs help. Bulk actions let you reassign or reschedule many items at once — useful when someone is on leave. The daily summary email brings the same picture to your inbox at 9 am.