Owner configurator
Follow-Up Configurator
Set what counts as follow-up priority so the Morning Board reflects your outbound rules, not a generic queue.
What this configurator controls
- Who deserves proactive contact now.
- When maintenance should lead, support, or stay off the outbound board.
- Whether weak contact data should block the record entirely.
See it on the board
The Morning Board now reads these saved follow-up rules automatically.
Open the demo to see who lands in Call Now, Mention Next, and Fix Before Calling under your current criteria.