> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ringingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage Follow-Ups

> Track scheduled callbacks in Ringingo, filter by upcoming, past due, or completed, and re-contact leads at the agreed time.

Follow-ups are scheduled callback records. Leads are flagged for re-contact at a specific future date and time, typically as a result of an agent applying a Callback disposition during a call.

<iframe src="https://player.vimeo.com/video/1225930052" style={{ width: '100%', aspectRatio: '16/9', border: 0 }} allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media" allowFullScreen title="Follow Up" />

## Agent View

<Steps>
  <Step title="Open Follow Up">
    Click **Follow Up** in the left navigation menu.
  </Step>

  <Step title="Filter your tasks">
    Use the **Date filter**, **Types dropdown**, and **Status dropdown** to narrow your tasks:

    | Status    | Meaning                                                                       |
    | --------- | ----------------------------------------------------------------------------- |
    | Upcoming  | Tasks scheduled for a future date/time.                                       |
    | Past Due  | Tasks that were due but have not been completed. Action required immediately. |
    | Completed | Tasks that have been marked as done.                                          |
  </Step>

  <Step title="View today's tasks">
    Click **Today** to filter for all tasks due today.
  </Step>

  <Step title="Manage a task">
    Click a task row to view full details. Use the Action buttons to call the customer, edit the task, or mark it as completed.
  </Step>
</Steps>

<Tip>
  Check your Follow Up page at the start of every shift. Complete any Past Due tasks before starting outbound calls.
</Tip>

## Admin / Supervisor View

<Steps>
  <Step title="Navigate to Follow Up">
    Navigate to **Lead Management → Follow Up** in the left sidebar menu.
  </Step>

  <Step title="Filter the list">
    Use the Filters panel to search by:

    | Filter | Description                                         |
    | ------ | --------------------------------------------------- |
    | Date   | Filter by specific scheduled date.                  |
    | Types  | Filter by callback type (e.g. Callback, Follow Up). |
    | Status | Filter by: Pending, Past Due, Dialed, or Completed. |
    | User   | Filter by a specific agent's callbacks.             |
  </Step>
</Steps>

<Tip>
  Supervisors should review the Follow Up list daily, filtering by Status = "Past Due" to identify missed callbacks. Agents with high Past Due counts may need coaching on callback discipline.
</Tip>