Important Notes
Scheduling a Follow Up call is available only with Scheduled Strategy Calls → Past Calls, as part of "No Sale" outcome.
Alternatively, you can schedule a call manually if you already added any outcome (learn more HERE).
Here's how you can schedule a follow up call with a Lead:
Navigate to
AI Scheduler → Scheduled Calls → Past Calls tabFind a Lead you would like to follow up with
Click on the "Outcome" Icon on the right → "No Sale" result
Select "Follow Up Scheduled" reason and add note → optional, but recommended
Choose "Objection"
Select new date and time and save
Invitee will receive calendar invite as per booking confirmation, and you will be able to see new call scheduled in the Upcoming Calls tab.