Schedule a follow-up from a client's workspace, manage every task and appointment in Tasks & Calendar, connect your own calendar and record viewing outcomes.
The CRM keeps your next steps in one place. A follow-up is a dated action on a client. Tasks & Calendar brings every follow-up, task, appointment and tour together by week, month or list, and Viewings tracks each appointment through to its outcome.
This guide covers scheduling a follow-up, working your task list, seeing it all in Google Calendar or Microsoft Outlook, and recording how a viewing went.
Before you start
- A client in your CRM to schedule against.
- If you want to see CRM items in your own calendar, access to the Google or Microsoft account you use for it.
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Schedule a follow-up
In any client's workspace, click Schedule Follow-Up. Type the next action, for example a call to confirm a viewing. Pick a date and time, or use Later today, Tomorrow or Next week.
Choose the type, such as a call, WhatsApp, email or meeting, and a reminder. Then click Schedule Follow-Up.
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Deal with an overdue follow-up
If a follow-up passes its time, the client turns At risk on your pipeline. Open them and click Reschedule to move it, or Mark Complete when it is done.
Note At risk is a signal, not a penalty. Clearing or rescheduling the follow-up brings the client back on track.
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Open Tasks & Calendar
Open Tasks & Calendar from the CRM menu. You will see every task, appointment and tour, by week, by month or as a list.
Filter by Today, Upcoming, Overdue or Completed. Click a task to see its details, and mark it complete once it is done.
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Add a task of your own
Click Add task. Choose the client, describe the task, set the type and time, and click Save task.
The NLS also adds follow-ups for you, for example after every viewing, so nothing is missed.
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Connect your own calendar
To see it all alongside your other appointments, connect Google Calendar or Microsoft Outlook from Tasks & Calendar. The NLS stays the master copy, so make changes in the CRM rather than in your calendar app.
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Work the Viewings list
Viewings lists every appointment and tells you which are awaiting a reply, booked or need an outcome. Check it after each day of viewings.
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Record a viewing outcome
After a viewing, click Record the outcome. Say what happened, how interested the buyer was and what they thought of the price, tick whether they may offer, add what they said, and click Save the outcome.
The Outcomes tab keeps every result, and you can download it all as a spreadsheet.
Good to know
- Always set a next follow-up. A client with nothing scheduled drops out of your Today list and is easy to forget.
- Use the quick dates. Later today, Tomorrow and Next week are faster than the picker and good enough for most follow-ups.
- Record the outcome the same day. What the buyer said goes into the seller's report, so note it while it is fresh and keep it factual.
- Your calendar is a mirror. If something looks wrong in Google or Outlook, fix it in the CRM and it will update.
Questions about this
How do I schedule a follow-up with a client?
In the client's workspace, click Schedule Follow-Up. Type the next action, pick a date and time (or Later today, Tomorrow or Next week), choose the type and a reminder, and click Schedule Follow-Up. If it passes, click Reschedule to move it, or Mark Complete when it's done.
Watch how · 0:17 in the tutorial Agenda, tasks and calendar31 · Agenda, tasks and calendarRead the guide: Log a call or WhatsApp on a clientRead the guide: Schedule follow-ups and keep your agenda on trackCopy link
Where do I see all my tasks and appointments?
Open Tasks and Calendar from the CRM menu to see every task, appointment and tour by week, by month or as a list. Filter by Today, Upcoming, Overdue or Completed. Click Add task to add your own; The NLS also adds follow-ups for you, for example after every viewing. To see it all in Google Calendar or Microsoft Outlook, connect it; The NLS stays the master copy.
Watch how · 0:46 in the tutorial Agenda, tasks and calendar31 · Agenda, tasks and calendarRead the guide: Schedule follow-ups and keep your agenda on trackCopy link
How do I record how a viewing went?
Open Viewings in the CRM, which shows which appointments are awaiting a reply, booked or need an outcome. Click Record the outcome, say what happened, how interested they were and what they thought of the price, tick whether they may offer, and click Save the outcome. The Outcomes tab keeps every result and downloads as a spreadsheet.
Watch how · 1:43 in the tutorial Agenda, tasks and calendar31 · Agenda, tasks and calendarRead the guide: Produce a seller valuation and seller reportRead the guide: Schedule follow-ups and keep your agenda on trackCopy link
What do On track, Need attention and At risk mean on a client card?
The label shows how the client is doing, and the line underneath gives the next step. If a follow-up passes its time, the client turns At risk. Click Needs action to see just the ones that need you.
Watch how · 0:46 in the tutorial CRM pipeline and leads29 · CRM pipeline and leadsRead the guide: Add a client and move them through the pipelineRead the guide: Schedule follow-ups and keep your agenda on trackCopy link
