CRM and sales follow-up
How do I see today's follow-ups, overdue follow-ups, and upcoming follow-ups in one place?
Store every next action with a due date and owner, then create time-based views from the same data. Today's list should separate overdue work from new tasks and show the customer context needed to act without opening several screens.
What to check
- Does every open follow-up have a due date?
- Can overdue and future work be filtered separately?
- Is the customer context visible from the task?