FOLLOW-UPS
Follow-Ups is your daily action queue — every signal worth acting on across the workspace, lined up in one inbox so nothing slips by.
What Lands in the Queue
ParsaLink watches for signals across the CRM and writes a Follow-Up item whenever something deserves human attention. Out of the box that includes:
- A contact you emailed who replied
- A contact you reached out to who’s gone silent past your follow-up threshold
- An opportunity that hasn’t moved stage in N days
- A proposal that was viewed but didn’t get a response
- An account whose primary contact bounced or unsubscribed
Each item carries the underlying entity (contact, account, opportunity), the signal that surfaced it, a relative timestamp, and a one-line summary so you can triage without opening detail pages.
Triaging an Item
For every item you can:
- Snooze — push it forward by a few days so it resurfaces later (handy for “ask again next week” follow-ups).
- Done — mark the action taken and dismiss it.
- Open — jump to the contact / account / opportunity to take action there.
Snoozed items reappear automatically. Done items are filed away but still searchable.
The queue lives at CRM → Follow-Ups. Pin it as your daily landing page if it’s where you start the morning.
Signal Settings
Different teams have different definitions of “too quiet”. Tune which signals fire and how aggressive they are at Settings → Follow-Ups.
Toggles include:
- Email reply received
- No-activity threshold (days of silence before a contact surfaces)
- Opportunity stuck-in-stage threshold
- Proposal viewed but no reply
- Bounce / unsubscribe surfaced for ownership review
Each signal can be turned off individually — useful if you already have an Automation handling that case end-to-end and don’t want the duplicate inbox item.
Follow-Ups vs Automations
The two systems overlap but solve different problems:
- Automations run unattended. They send an email, change a stage, create a task without a human in the loop.
- Follow-Ups keep a human in the loop. They surface signals so you decide what to do.
A common pattern is to use Automations for the obvious cases (auto-acknowledge an inbound email, round-robin assign a new lead) and Follow-Ups for the judgment calls (an opportunity that’s lingered in Proposal stage for two weeks needs you to decide whether to push or let it die).