Today's Follow Up's Saved Search and Layout

✅ Summary:

This training explains the "Today's Follow-Ups" saved search in PhoneBurner, which is automatically created for all new users to help manage timely follow-up calls. The system uses two criteria:

1. Follow-up Date = Today or Before
2. Folder = Follow-up Folder

This ensures only contacts with due/past-due follow-up dates and still in the Follow-up folder appear—avoiding unnecessary follow-ups to contacts already moved to other folders like "Not Interested."

Additional highlights:

• You can edit or update this saved search as needed.
• Dispositions can be configured to automatically clear follow-up dates when marked (e.g., “Not Interested”), reducing manual cleanup.
• Layouts can be customized to display important fields (like notes, rating, and follow-up dates) within the saved search view.
• Follow-up dates shown in red indicate they are overdue.

This setup helps streamline daily workflow and ensures no contact with a follow-up date is missed—without unnecessary clutter.

🏷️ Tags:

follow-ups, saved searches, advanced search, contact management, follow-up folder, layout customization, disposition settings, PhoneBurner training, automation, overdue tasks

📝 Cleaned-Up Transcript:

Hopefully when you signed up for PhoneBurner, you noticed a saved search in the Quick View section called “Today’s Follow-Ups.” This is created by default for all new customers because we know how important follow-ups are.

In this video, we’re diving into how this saved search works, how to edit or update it, and what’s included by default.

As you can see, I’ve selected “Today’s Follow-Ups,” and it shows all contacts with a follow-up date that is due or past due. But how do we know that's what it's showing?

Let’s click on Edit Saved Search. In the Management Information section, you’ll see the follow-up date is set to Today and Before. But that’s not all. It’s also limited to contacts in the Follow-Up Folder.

Why? Let’s say you spoke with Johnny Prospect in the past, set a follow-up, and it’s now due. When you call him again and he says, “I’m not interested,” you might use a “Not Interested” disposition. That moves him into the Not Interested Folder.

If our saved search only used the follow-up date without the folder filter, Johnny would still show up in Today’s Follow-Ups—even though he told you no. To avoid that, we include the folder condition to ensure the contact is still considered “active” for follow-ups.

Now, what if you wanted to automatically clear follow-up dates? You can set this up using Dispositions. For example, you could configure the “Not Interested” disposition to remove the follow-up date when clicked. This keeps your saved search clean and prevents manual updates.

Of course, you can always manually remove the follow-up date. Go to the contact record, clear the date, and save it—but that’s a lot of clicks. We’re all about efficiency, so automation helps here.

Let’s say I set a new follow-up date for a contact, John Adam, to tomorrow. He won’t show up in Today’s Follow-Ups today—but he will show up automatically tomorrow when the date matches.

A Quick Note on Layouts

You may notice the layout for Today’s Follow-Ups looks a bit different. That’s because it uses a custom layout called “Follow-Up,” which shows key fields like:

• Notes
• Star rating
• Follow-up date (highlighted red if overdue)

To see or edit this layout:

• Click the gear icon in the top right
• Go to Layouts
• Look for “Follow-Up Layout” to customize it

You can add or remove fields to make sure the information most important to you is visible at a glance. We’ll talk more about layouts in future training.

That wraps up this session! Hopefully, you now understand how “Today’s Follow-Ups” works, why it filters by folder, and how to get the most from it without missing a beat. Thanks for watching, and happy dialing!