How to Mark Leads as Follow-Up Required After 24/48 Hours

🎯 Objective:

To ensure follow-up leads are correctly tagged and visible to the team, so they are recontacted at the right time without missing potential conversions.

👤 Responsible Team:

Sales Team / Calling Agents / Support Team

🪜 Step-by-Step Process

✅ Step 1: Identify Leads Requiring Follow-Up

Typical cases include:

User says “Call me tomorrow” or “Call after 2 days”
Customer is interested but undecided
Waiting for family confirmation or office approval
Delayed pickup confirmation

✅ Step 2: Use Correct Disposition Tags

Update lead in CRM with:

Disposition 1: Connected
Disposition 2: Callback
Remarks:
- “Call after 24 hrs – [date & time]”
- “User said to call on Monday post 5 PM”
- “Follow up in 48 hrs for price match decision”

✅ Step 3: Add Reminder to Personal or Shared System

Options:

Use CRM follow-up dashboard
Add reminder in Google Calendar / Sheet (if applicable)
Add to Leads → Callbacks section (automated if CRM supports)

✅ Step 4: Follow-Up at Committed Time

Call again within the promised timeframe. Use notes from remarks to personalize:

“Hi [Name], we spoke on [day] and you asked me to follow up today about your [device]. Just wanted to check if you’re ready to schedule the pickup?”

🧠 Best Practices

Be specific in remarks (not just “callback”)
Don’t lose leads by forgetting to tag correctly
Add WhatsApp follow-up if user doesn’t pick up on callback date
Periodically clean up callbacks that don’t convert after 3+ attempts