Sales lead follow-up planner
Full instructions and common questions
Sales lead follow-up planner
Keep customer context, deal stage, and next action together in a local follow-up record.
How to use
- Add an account, optional contact, and needs explicitly shared by the prospect.
- Choose the current stage and enter a concrete action and follow-up date.
- Update the stage in the list or export CSV for a CRM or team workflow.
Try an example
Record “Acme / Proposal sent / Send quote by Friday / 2026-10-02” to keep the follow-up visible.
Limits and privacy
Records stay in this browser. This tool does not sync a CRM, send email, or contact customers. Avoid unnecessary sensitive information.
Common questions
Does it send follow-up email?
No. It records follow-up details and exports CSV only.
Does data sync to another device?
No. Records are stored in this browser.