Navigate to the Stages section in your dashboard
Click "Add Stage" at the bottom of the workflow to create new follow-up intervals
Add the amount of days this stage should be triggered on.
Remove stages by clicking the delete option next to unwanted stages
How Follow-Ups Work
đš 1st Follow-Up
This timer starts when:
A lead stops replying, or
Youâve sent outreach and they havenât responded.
After the set time passes (e.g., 3 days), the lead will appear in 1st Follow-Up on your Follow-Up Board.
đ 2nd, 3rd, 4th (and more) Follow-Ups
These timers only begin after the previous follow-up is marked as done.
Example:
You set â3 daysâ for 1st follow-up and â7 daysâ for 2nd.
Once you send the 1st follow-up and mark it done, a 7-day countdown starts for the 2nd follow-up.
If the lead still hasnât replied when the timer ends, theyâll move into the next stage automatically.
âšď¸ Pro Tip: Customize your stages based on your sales cycle. B2B services might use 1-day, 3-day, 7-day, 14-day intervals, while B2C might prefer shorter, more frequent follow-ups.