Guide to Managing Follow Up Statuses

Modified on Fri, 5 Sep, 2025 at 6:40 PM

Overview

The Follow-Up Statuses Code Table provides a structured way to track next steps with not only individual contacts but also at the broader account or client level. This ensures consistent engagement whether you are working with a single decision-maker or managing an entire client relationship.

Area

This table is applied in CRM modules such as:

Accounts/Clients (tracking organizational engagement)
Contacts (tracking individual person-to-person follow-ups)

Navigation

On the Account/Client record, the Follow-Up Status reflects the next organization-wide touchpoint.
On the Contact record, the Follow-Up Status shows the next action for that specific individual.

Benefit

Provides alignment across both client-level and contact-level engagement.
Prevents duplicate or missed follow-ups by ensuring clarity at all relationship levels.
Improves cross-team communication when working with multiple contacts in the same client account.
Supports task assignment and due-date reminders across both scopes.

Field Reference

Field	Type	Description
ID	Integer	Unique identifier for each status.
Name	Text	Short label for the follow-up status.
Description	Text	Clarifies what the follow-up status means and when used.

Code Table: Follow-Up Status Examples

ID	Name	Description
1	Need to Call	A reminder to call a client account or a contact to keep engagement moving forward.
2	Send Contract	Indicates readiness at the contact or client level to provide a contract or proposal.
3	Pending Response	Waiting for the client or contact to reply after outreach.
4	Schedule Follow-Up	A prompt to set a future touchpoint (call, email, or meeting) with client or contact.

Screen References

Account/Client Page → "Follow-Up Status" field shows organizational next steps.
Contact Page → "Follow-Up Status" field reflects individual-specific next steps.

Pro Tip

For accounts with multiple contacts, track Follow-Up Status at both levels. The client record provides a big-picture view, while contact-level statuses keep specific person-to-person touchpoints organized.

FAQ

Q: Can the same account and its contacts have different follow-up statuses?
Yes, an account might be "Pending Response," while a particular contact is at "Need to Call."

Q: How do tasks connect between account and contact statuses?
Tasks can be linked either to the account, to individual contacts, or both—ensuring no step is overlooked.

Q: Is client-level reporting different from contact-level status reporting?
Yes, account-level reports show overall engagement health, while contact-level reports reflect individual nurture activities.