Follow-ups and calendar

Follow-ups turn a conversation or opportunity into owned work. The Follow-ups page opens in calendar view and supports month, week, and day views.

Create a follow-up

1. Select a time slot in the calendar or choose Follow-up from a conversation or opportunity.
2. Set the owner, due date and time, type, priority, and description.
3. Link the relevant conversation or opportunity.
4. Save and verify it appears in the owner’s queue.

Complete or cancel

Open the follow-up, add a completion note if useful, and choose the outcome. Qonvera allows the last action on an opportunity to be completed or cancelled; create a successor action only when the sales process truly requires one.

Reminders

• Overdue reminders alert the owner and may escalate based on organization settings.
• The daily morning summary combines today’s upcoming tasks in one email.
• Owners and Admins can enable or disable notification types in Settings → Notifications.

Managers can use the team queue and agent selector to review workload. Agents see work within their assigned scope.