Documentation Index
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Follow Up manages scheduled callbacks. Review Past Due callbacks daily and audit agent compliance by user, date, and status.
| Field | Description |
|---|---|
| Lead Name | The contact scheduled for follow-up. |
| Phone Number | Number to dial at the scheduled callback time. |
| Agent | Agent who scheduled the callback. Sticky routing sends the callback back to this agent. |
| Scheduled Time | Date and time the system will re-queue the lead. |
| Campaign | Campaign under which the callback will dial. |
| Status | Pending, Dialed, or Completed. Past Due appears in red when the scheduled time has passed without a call. |
| Column | What it shows |
|---|---|
| Follow Up Date | Exact datetime the callback is scheduled (for example, 2026-05-15 14:45:00). |
| Lead Name | Contact name (may show “anonymous anonymous” if not captured). |
| Lead Number | Number to be dialled at the scheduled time. |
| User ID | Internal system ID of the agent who scheduled the callback. |
| Agent Name | Full display name of the agent. |
| Type | Disposition type that triggered the follow-up (Callback). |
| Status | Past Due (red) or Completed (green). |
| Filter | How it works |
|---|---|
| Date | Only callbacks scheduled on the selected date. |
| Types | Filter by callback type (Callback, Follow Up). |
| Status | Pending, Past Due, Dialed, Completed. |
| User | Filter by the agent who scheduled the callback. |
