🧠 Follow-Up Command Center
Every promise made to a lead, why it matters, when it's due, and whether it's on the calendar — so nothing falls through the cracks.
🧠 What the Follow-Up Command Center does
A quick refresher — come back here any time you forget how a piece of this works.
What this page is for: every promise made to a lead shows up here automatically — either the moment Terrance logs a call outcome in the Power Dialer, or via "Rebuild backlog" for older leads. It is leads only. The moment a lead converts to a client, they're permanently excluded from here and from the Power Dialer — client/closing tracking lives in the separate Clients & Conditions section of the Suite, not here.
The sections (buckets)
🔥 Going Cold — overdue 7+ days, the most urgent
🔴 Overdue this week — 1-6 days late
🟠 Due today & scheduled — due today or confirmed for a future date
🔵 Needs confirmation — Anita suggested it, nobody's reviewed it yet
🟣 Needs time confirmation — confirmed, but no exact time, so it can't go on the calendar yet
🟢 Needs Dee review — flagged specifically for Dee
⚪ Snoozed · ✅ Recently completed
What each button does
Confirm — accept Anita's suggestion as-is. Confirm time — same, plus locks in an exact date/time so it can sync to the calendar. Mark done — you handled it. Snooze 2 days — push it out, nothing else changes. ✕ Dismiss — hide this one card; if the same lead goes stale again later, it can resurface. 🚫 Do Not Contact — stronger: flags the lead everywhere in the Suite (Power Dialer, future backlog imports), not just here.
Other pieces
📅 Calendar sync — once connected, anything confirmed with an exact time lands on Terrance's Google Calendar with reminders 1 day, 2 hrs, 1 hr & 30 min before.
📋/🗂️ List / Cards — same information, two ways to look at it; tap a card to flip it for details.
🔀 Sort/Year/Range/Contact filters — combine freely (e.g. Year 2026 + Last 6 weeks). Your choices save automatically per browser.
📞 Phone badge — shows on any lead Terrance has already talked to before; leads without it have never been contacted.
📥 Rebuild backlog — re-scans leads from the last year using their creation date, dialer transcripts, Quo transcripts, and call history to catch anyone who slipped through — never re-flags a lead that's already been reviewed once.
🔍 Search by name — narrows everything to matching leads; combine with "Select all shown" to bulk-select a specific group (e.g. search a last name, select all, save as a list).
📋 My Call Lists — save any selection of follow-ups as a named, reusable list; those same lists show up first (before Anita's Airtable views) in the Power Dialer's own list picker, and the most recently updated one is pre-selected there.
🤖 Read more — expands the AI's full summary/opinion on a lead's conversations, with a link to that lead's full record.