Customer Follow-Up Tracker

What it does

A daily, prioritized list of who needs a touch today — so nothing slips. Read-only; it tells the user what to do, it doesn't message anyone.

When to use

• Daily, or on request: "who needs follow-up today", "did I drop any balls this week".

Inputs

None required. Optionally scope to an owner, list, or segment.

Workflow