Keep the request beside the follow-up
Review the call or form inquiry before arranging a callback. The next person should understand the service requested without starting the conversation over.
Callbacks & appointments
Make the next conversation easier to keep.
Organize callbacks, follow-up tasks, and appointments around the inquiry that started them.
Call handling · Built for US call workflowsCallbacks & appointments
- InquiryQuote for a repair
- CallbackTomorrow at 10 a.m.
- Recorded resultAppointment arranged
Review the original request
Open the lead and check the available call or form details.
Callbacks & appointments
- InquiryQuote for a repair
- CallbackTomorrow at 10 a.m.
- Recorded resultAppointment arranged
Arrange the next step
Record the callback or appointment and the relevant timing.
Callbacks & appointments
- InquiryQuote for a repair
- CallbackTomorrow at 10 a.m.
- Recorded resultAppointment arranged
Close the loop
Update the follow-up and lead outcome after the conversation.
Explore the steps above. Sample details show the workflow, not a live account.
Call handling
What changes in your day.
“I'll call them tomorrow” is easy to lose between conversations. Give the next step a place in the lead workflow so the person handling it can see what was requested and when it should happen.
Make timing visible
Record callbacks and appointments in the engagement workflow. Distinguish a planned conversation from an outcome that has already happened.
Update the lead after contact
A completed call may lead to a visit, another callback, or no further action. Save the result so the next teammate works from the current situation.
From setup to review
Put it to work.
- 01
Review the original request
Open the lead and check the available call or form details.
- 02
Arrange the next step
Record the callback or appointment and the relevant timing.
- 03
Close the loop
Update the follow-up and lead outcome after the conversation.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does Lead Source book appointments without my team?
This workflow lets your team organize appointments and callbacks. It is not an AI receptionist that independently answers and books calls.
Can I use call and text follow-up together?
Yes, where the person has given the relevant permission and the service is set up. Choose the contact method that fits the request and keep the result with the lead.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.