Follow-up tasks
During wrap-up, you set the outcome and, in the same motion, create the follow-up: title, due date, priority, and the lead it belongs to. Quick presets cover tomorrow through two weeks. The task list and a due-today view keep the promises you made on the phone from evaporating after the session ends.
Product interface, sample data. Phone: the task list.
4 steps, in the order they happen during a session.
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The disposition panel offers follow-up presets: tomorrow, three days, one week, two weeks, or a picked date. The task is created before you move to the next lead.
Tomorrow, 3 days, a week, or two weeks The outcome is chosen in the same wrap-up Save and next lead after the task The task stays on the lead, with the outcome you saved. It never creates tasks by itself.
Follow-up tasks stay on this lead Create a follow-up from the profile Name, phone, and list for this lead A dedicated view lists due-today and overdue tasks, sorted by due date and priority. Warm files stay visible instead of aging quietly in a spreadsheet.
Due today and overdue have their own views Each row is one task on one lead Priority is marked on the task Tasks carry low, medium or high priority, and the list sorts accordingly. Type and description fields keep the details you will need when you call back.
Low, medium, or high priority Type keeps what kind of follow-up it is Due date on the same form What the product does today. Plans from $29 per seat. Breeze, $29, is everything faster: continuous dialing and call notes. Three lines are Jetstream, $49.
A callback agreed at 5PM is only worth something if it survives the next thirty dials. DialBreeze turns agreements into records while the call is fresh. The disposition panel carries follow-up presets, tomorrow, three days, one week, two weeks or a date you pick, and the task is created in the same wrap-up motion that saves the outcome. Tasks carry a title, a description, a due date, a type of call, text, email or other, and a priority of low, medium or high. This is deliberately simple. It is a task list with due dates and owners, in the tool where the calls happen, so the promise and the record never separate.
The due-today view lists what is due and what is overdue, sorted by date and priority. An operator starting a day opens that queue first and works it down. If your follow-up lives in another system, the signed webhook can carry call dispositions to your CRM so the commitment travels there too. An admin on a Jetstream seat sets up and reads the export; delivery covers the workspace's dispositions, including Breeze callers, whenever the workspace has at least one Jetstream seat. A saved task does not discharge your obligations. Permission to call back, calling windows and DNC handling still apply to every follow-up, and a task marked complete says the action happened, not that it was permitted.
Straight answers. Anything else: email support.
Pick your plan and seats, check out, then set your password from the set-password email. Calling credit is optional at checkout, but you need credit to dial. Add it any time from your dashboard. Month to month. Pick your plan and seats, check out, then set your password from the set-password email. Calling credit is optional at checkout, but you need credit to dial. Add it any time from your dashboard.
