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A follow-up is your reminder of when to reach out to a contact again. It’s one of the most important ways the pipeline keeps deals from going cold: every contacted deal is either Recently Contacted (the follow-up isn’t due yet) or Awaiting Follow Up (it’s overdue and needs your attention).
Related settings: The organization-wide default follow-up window is set in Pipeline Settings from the Deal Pipeline toolbar gear. That gear is separate from the main Settings sidebar.

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Set a follow-up on a deal

1

Open the deal

Open a property from the Deal Pipeline (the Follow-Up control isn’t available while browsing Deal Hub or Lookup).
2

Click Follow-Up in the header

Click the Follow-Up control at the top of the property, then choose an option. It saves immediately (“Follow-up updated”).
The options are:
OptionWhat it does
Not setClears any manual date and uses automatic timing (see below).
Default (Nd)Sets the follow-up to your org’s default window from now.
In 1 day … In 30 daysSets the follow-up that many days from now (1, 2, 3, 5, 10, or 30 days).
In 3 monthsSets the follow-up three months out.
Exact date…Opens a calendar to pick a specific day.
No follow upTurns follow-ups off for this contact entirely.
The header shows the due date with a status like “in 2d”, “due now”, or “3d overdue”. A date marked “(auto)” is calculated automatically; a plain date is one you set manually.
Follow-ups are tracked per contact, not per property. If a deal has more than one contact, set the follow-up on the contact tab you’re working with.

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Automatic vs manual timing

  • Automatic (Not set): the follow-up is your last contact plus the default window. As soon as you message the contact, the clock resets.
  • Manual (a specific date): the date you chose stays put across new messages until it passes. Once a manual date is overdue, sending a new message clears it and the deal returns to automatic timing.
  • No follow up: the deal stops showing follow-up status altogether.

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The default follow-up window

You don’t have to set a follow-up on every deal. Set the organization-wide default once in Pipeline Settings (the gear icon in the Deal Pipeline toolbar) under Default Follow-Up. Options range from 1 day to 30 days (the default is 2 days). From then on, every contacted deal automatically becomes Awaiting Follow Up that long after your last contact - no per-deal setup needed. You only set a follow-up on an individual deal when you want to override that default.

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Where follow-ups show up

  • Dashboard → Follow Ups Needed - a count of deals that are overdue and awaiting your follow-up (it excludes deals that need a reply). Clicking it opens the pipeline filtered to those deals.
  • Status filter - on both the Deal Pipeline and Messages, filter by Awaiting Follow Up or Recently Contacted.
  • Next followup column - in the pipeline table view.
  • Contacted column - groups deals into “follow-up not due yet” and “follow-up overdue.”
ProPilot doesn’t send a separate email or push reminder when a follow-up comes due - check the Follow Ups Needed card or the Awaiting Follow Up filter to see what’s ready.