Follow-ups List
The follow-ups list is the main table on the Follow-ups page. It shows all follow-ups across your organization with their details, status, and available actions.
Table Columns
2. Make sure you have several follow-ups in the list
3. Capture the full table showing all columns
Save to:
static/img/screenshots/follow-ups/follow-ups-list/follow-ups-table.png| Column | Sortable | Description |
|---|---|---|
| Contact Name | Yes | The contact this follow-up is for |
| Mobile Number | — | The contact's phone number |
| Assigned Agent | Yes | The agent responsible for this follow-up |
| Follow-up Date | Yes | When the follow-up was created or last actioned |
| Next Follow-up | Yes | The scheduled date for the next follow-up |
| Comments | — | Notes or comments about the follow-up |
| Created By | — | Who created this follow-up |
| Status | Yes | Open, Closed, or Delayed — shown as a colored badge |
| Actions | — | Edit action (when available) |
Click any sortable column header to sort the table. Click again to reverse the sort order.
Searching
Use the search bar to find follow-ups by contact name or mobile number. Results update as you type.
Save to:
static/img/screenshots/follow-ups/follow-ups-list/search-bar.pngFilters
Narrow down your follow-ups using the filter options:
2. Capture all filter options — status, assigned agent, created by, follow-up date range, and next follow-up date range
Save to:
static/img/screenshots/follow-ups/follow-ups-list/filters.png| Filter | Description |
|---|---|
| Status | Filter by follow-up status — Open, Closed, or Delayed |
| Assigned Agent | Show only follow-ups assigned to a specific agent |
| Created By | Show only follow-ups created by a specific user |
| Follow-up Date | Filter by the follow-up date range — pick a start and end date |
| Next Follow-up Date | Filter by the next follow-up date range — pick a start and end date |
Click Apply to update the table. Click Reset to clear all filters.
Status Badges
Each follow-up's status is displayed as a colored badge:
| Status | Badge Color | Meaning |
|---|---|---|
| Open | Green | Active — needs attention |
| Closed | Gray | Completed — no further action |
| Delayed | Orange/Yellow | Postponed — will be addressed later |
Actions
The Edit action is available on follow-ups that are not closed. Click it to open the follow-up form and update the status, next follow-up date, or comments.
Closed follow-ups cannot be edited. If you need to follow up again with the same contact, create a new follow-up instead.
Mobile View
On smaller screens, follow-ups are displayed as cards instead of table rows, showing the key information and action buttons in a compact layout.
Pagination
At the bottom of the table, you can:
- Navigate between pages using Previous and Next buttons
- Choose how many follow-ups to show per page: 10, 25, 50, or 100
The default is 10 follow-ups per page.