Follow-up stages define when your team should reach out to a contact again. DM Tracker automatically moves contacts through stages based on the timing you set.
How Stages Work
When a contact is added to DM Tracker, they enter the first follow-up stage. If they don't reply within the stage's time window, they move to the next stage — and appear as needing attention on your Follow-Up Board.
When a contact does reply, their follow-up timer resets back to the first stage.
Default Stages
DmTracker comes with sensible defaults:
Stage | Timing | When to Follow Up |
Stage 1 | 1 day | Quick check-in after initial outreach |
Stage 2 | 3 days | Gentle reminder |
Stage 3 | 7 days | Re-engagement attempt |
Stage 4 | 14 days | Last follow-up before going cold |
Stage 5 | 30 days | Final check-in |
These work well for most high-ticket sales teams, but you can customize them.
Customizing Your Stages
Go to Settings → Follow-Up Stages
You'll see your current stages listed in order
Add a New Stage
Click "Add Stage" at the bottom of the list
Enter a name for the stage
Set the timing (in hours or days)
Click Save
Delete a Stage
Click the delete button on the stage row
If contacts are currently in that stage, you'll be asked where to move them
Confirm the deletion
Note: You must have at least one follow-up stage at all times.
Deactivate your First Stage for some contacts
The first stage can be skipped for either outreach contacts or contacts in an ongoing conversation.
Example:
If your first stage is set to 2 hours and is active only to contacts in ongoing conversations, DM tracker will skip that stage for outreach contacts who have never replied. If your second stage is set to 2 days, these contacts will reach stage 2 for the first time after 2 days.
By default, your first stage is active for all of your contacts. You can change these in Settings> Follow-Up Stages when editing the first stage.