Lead Funnel and Follow-Up Reports
Lead Follow-Up
This report finds leads whose latest booking is old enough to need attention.
Set the inactivity window from 1 to 365 days (30 days by default), then narrow
the list by lead status or program if needed. The results show the lead’s last
booking and provide a shortcut to contact them.
Treat the list as a prompt to review the person’s record, not as proof that they
have been neglected. Check recent messages, notes, or other activity before
reaching out.

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