Overview
DM Tracker's automated follow-up tracking system ensures no leads fall through the cracks by intelligently staging conversations based on reply timing and follow-up completion.
The system automatically moves leads through customizable stages, helping you maintain consistent communication without manual tracking.
How Auto-Staging Logic Works
First Follow-Up Stage
The initial follow-up stage is triggered based on the lead's last reply. After X number of days from their last message, they will automatically appear in your first follow-up stage (e.g., "1-Day Follow-Up").
Subsequent Follow-Up Stages
After the first stage, the system tracks time based on when you completed the previous follow-up, not the original reply date.
Example Flow:
Lead replies → System starts tracking
1 day later → Appears in "Stage 1"
You mark as done → Timer resets
2 days later → Appears in "Stage 2"
You mark as done → Timer resets again
4 days later → Appears in "Stage 3"
This progressive timing ensures appropriate spacing between follow-ups while maintaining consistent engagement.
Completing Tasks
Mark as Done
Use this when you've successfully followed up with the lead and want them to continue through the follow-up sequence. The lead will automatically move to the next stage based on your configured timing.
Mark as No Follow-Up Needed
Use this when:
The lead has converted/closed
The lead is no longer qualified
The lead has requested no further contact
Important: Marking as "No Follow-Up Needed" removes the lead from all future follow-up stages.
Undo Follow-Up Actions
If you accidentally mark a follow-up as complete or no follow-up needed:
Locate the lead in your pipeline
Select "Restore"
The lead will return to their previous stage status
Overdue System
Overdue Timing
Follow-ups are marked as overdue after 1 day in any stage. Once a lead has been in the same follow-up stage for 24 hours without action, they receive an overdue badge.
Overdue Indicators
The system displays progressive overdue badges:
1 Day Overdue
2 Days Overdue
3 Days Overdue
4+ Days Overdue
This visual system helps prioritize which follow-ups need immediate attention.