[{"data":1,"prerenderedAt":163},["ShallowReactive",2],{"shell":3,"article:d-follow-ups":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":49,"toc":50,"shots":73,"related":99,"paths":132,"videos":133,"path":134,"sidebar":162},"d-follow-ups","path","\u002Flearn\u002Fd-follow-ups","calendar-check","D — Learn the daily follow-up routine","Understand how to turn the next action into a human-owned task with context and a due date. This orientation reads existing screens and leaves every task…","beginner","published","browser-observed-read-only","2026-11-04","planned",{"slug":46,"title":47,"href":48},"learn","Learning paths","\u002Flearn","\u003Cfigure class=\"see shot\" data-shot-figure=\"task-create-form-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"task-create-form-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Ftask-create-form-desktop.jpg\" alt=\"Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Add New Task window, where you pick a Quick start, enter a Task Title, choose Assigned to, then select Add Task. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"task-create-form-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"task-create-form-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"your-goal\">\u003Ch2 id=\"your-goal\">Your goal\u003C\u002Fh2>\u003Cp>Understand how to turn the next action into a human-owned task with context and a due date. This orientation reads existing screens and leaves every task, note, and booking unchanged.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"box box-prereq\" data-section=\"what-you-need\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Before you start\u003C\u002Fp>\u003Ch2 id=\"what-you-need\">What you need\u003C\u002Fh2>\u003Cp>Use the Demo Account with access to tasks and an existing synthetic lead. A phone number, email sender, or SMS registration is not required for human reminders. Communication setup matters only when the later task actually involves contacting someone.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"read-only-milestones\">\u003Ch2 id=\"read-only-milestones\">Read-only milestones\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>\u003Cstrong>Review the queue.\u003C\u002Fstrong> Choose \u003Cstrong>Task\u003C\u002Fstrong> in the header. The captured \u003Cstrong>Today\u003C\u002Fstrong> filter had an empty result. Explain that this means no tasks matched that filter; it does not prove there are no tasks anywhere or that any task was completed.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Look at the lead's context.\u003C\u002Fstrong> Open the training lead's \u003Cstrong>Notes\u003C\u002Fstrong>, then \u003Cstrong>Tasks\u003C\u002Fstrong>. Identify the active-task filter, sort order, and \u003Cstrong>Show Closed\u003C\u002Fstrong>. The observed lead showed \u003Cstrong>No tasks found\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Read the creation form.\u003C\u002Fstrong> Open the \u003Cstrong>Add New Task\u003C\u002Fstrong> form through the available add-task entry. Locate \u003Cstrong>Task Title\u003C\u002Fstrong>, \u003Cstrong>Task Type\u003C\u002Fstrong>, \u003Cstrong>Priority\u003C\u002Fstrong>, \u003Cstrong>Assigned to\u003C\u002Fstrong>, \u003Cstrong>Stage \u002F Status\u003C\u002Fstrong>, and \u003Cstrong>Advanced Options\u003C\u002Fstrong>. Current source exposes due-date and repeat controls in Details; the captured Preview differs, and scheduling was not exercised. The form was viewed, not submitted.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Understand assignment.\u003C\u002Fstrong> A person is a human owner; AI assignment can cause execution rather than just a reminder. Quick-start presets can fill fields, so do not select one during this no-write exercise. Close the form unchanged.\u003C\u002Fli>\n\u003Cli>\u003Cstrong>Separate tasks from meetings.\u003C\u002Fstrong> Open \u003Cstrong>Calendar\u003C\u002Fstrong>. The real calendar view was empty; the explicitly labeled \u003Cstrong>Sample meetings\u003C\u002Fstrong> view contains built-in fictional examples. Use it to understand the calendar layout, not as proof of a booking or invitation. See \u003Ca href=\"\u002Fguides\u002Fcalendar\">Calendar\u003C\u002Fa>.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"box box-result\" data-section=\"your-useful-outcome-now\">\u003Cp class=\"box-label\" aria-hidden=\"true\">\u003Cspan class=\"box-icon\">\u003C\u002Fspan>Result\u003C\u002Fp>\u003Ch2 id=\"your-useful-outcome-now\">Your useful outcome now\u003C\u002Fh2>\u003Cp>You can explain where to find due work, how to identify its lead context, which fields define a human follow-up, and why a sample calendar event is not a real meeting. A possible later task title is “Review Example Workshop requirements”; Example Workshop is a fictional writing example, not a new Demo record.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion box-later\" data-section=\"later-operational-exercise--not-performed\">\u003Csummary>\u003Ch2 id=\"later-operational-exercise--not-performed\">Later operational exercise — not performed\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">For later\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>With permission for training writes, create one human task using \u003Cstrong>Add Task\u003C\u002Fstrong>, reopen it, and check title, assignee, due date, and linked lead. After actually doing the action, save the result as a note and use \u003Cstrong>Mark as completed\u003C\u002Fstrong>. Recurring tasks can create another occurrence on completion; start with \u003Cstrong>Does not repeat\u003C\u002Fstrong>. \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa> describes the operating workflow, and \u003Ca href=\"\u002Fguides\u002Fsettings-campaign-goals\">Campaign Goals\u003C\u002Fa> explains planning targets rather than individual reminders.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Cdetails class=\"accordion\" data-section=\"if-something-is-missing\">\u003Csummary>\u003Ch2 id=\"if-something-is-missing\">If something is missing\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">Troubleshooting\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Check filters, assignment, workspace, and closed-task visibility first. The reviewed source places \u003Cstrong>Due Date\u003C\u002Fstrong> and \u003Cstrong>Repeats\u003C\u002Fstrong> in \u003Cstrong>Details\u003C\u002Fstrong>; the captured Preview form differs. Check the current form rather than assuming a hidden scheduling panel. In a later write session, reopen a task after an uncertain save before duplicating it. A saved assignment would still not prove that a notification or email reached the assignee.\u003C\u002Fp>\u003Cp>Continue with \u003Ca href=\"\u002Flearn\u002Fe-team-workflow\">E — Teams\u003C\u002Fa> or \u003Ca href=\"\u002Flearn\u002Ff-ongoing-outreach\">F — Ongoing outreach\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"task-create-form-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"task-create-form-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Ftask-create-form-desktop.jpg\" alt=\"Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Add New Task window, where you pick a Quick start, enter a Task Title, choose Assigned to, then select Add Task.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"task-create-form-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"task-create-form-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"lead-record-tasks-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-tasks-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Tasks tab with Add Task, a task search, All Active and Sort by Due Date, and a No tasks found notice\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-tasks-desktop.jpg\" alt=\"Lead record on the Tasks tab with Add Task, a task search, All Active and Sort by Due Date, and a No tasks found notice\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Tasks tab on a lead before any tasks exist, with Add Task to create the first one.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-tasks-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64,67,70],{"id":52,"text":53,"depth":54},"your-goal","Your goal",2,{"id":56,"text":57,"depth":54},"what-you-need","What you need",{"id":59,"text":60,"depth":54},"read-only-milestones","Read-only milestones",{"id":62,"text":63,"depth":54},"your-useful-outcome-now","Your useful outcome now",{"id":65,"text":66,"depth":54},"later-operational-exercise--not-performed","Later operational exercise — not performed",{"id":68,"text":69,"depth":54},"if-something-is-missing","If something is missing",{"id":71,"text":72,"depth":54},"screenshots","Screenshots",{"task-create-form-desktop":74,"lead-record-tasks-desktop":94},{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":81},"task-create-form-desktop","\u002Fmedia\u002Fscreenshots\u002Ftask-create-form-desktop.jpg","Add New Task window on the Details tab, with Quick start choices, Task Title, Task Type, Priority and Assigned to.","The Add New Task window, where you pick a Quick start, enter a Task Title, choose Assigned to, then select Add Task.",1920,873,{"src":82,"width":83,"height":80,"title":84,"callouts":85},"\u002Fmedia\u002Fannotated\u002Ftask-create-form-desktop-annotated.svg",2390,"Create a task",[86,89,91],{"number":87,"text":88},1,"Advanced Options holds more ways to choose who gets the task.",{"number":54,"text":90},"Give the task a clear title so it is easy to know what to do.",{"number":92,"text":93},3,"Pick who the task is for in Assigned to. Choosing AI Assistant gives the work to the AI.",{"id":95,"src":96,"alt":97,"caption":98,"width":79,"height":80},"lead-record-tasks-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-tasks-desktop.jpg","Lead record on the Tasks tab with Add Task, a task search, All Active and Sort by Due Date, and a No tasks found notice","The Tasks tab on a lead before any tasks exist, with Add Task to create the first one.",[100,106,112,120,126],{"slug":101,"title":102,"href":103,"icon":37,"description":104,"level":40,"productLocation":105},"calendar","Review meetings and booking requests","\u002Fguides\u002Fcalendar","Calendar brings meetings and booking requests into a shared schedule. Access determines whether you see team meetings or your own work. Booking also depends on…","Calendar",{"slug":107,"title":108,"href":109,"icon":37,"description":110,"level":40,"productLocation":111},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":113,"title":114,"href":115,"icon":116,"description":117,"level":118,"productLocation":119},"settings-campaign-goals","Campaign Goals","\u002Fguides\u002Fsettings-campaign-goals","megaphone","Set measurable campaign targets and distribute them over a working calendar. A goal describes what the team intends to achieve; publishing it does not…","intermediate","Settings → Marketing → Goals",{"slug":121,"title":122,"href":123,"icon":124,"description":125,"level":118},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","users","Learn how workspace membership, permissions, task assignment, and shared history support a team handoff. This path reviews the Demo Account without adding…",{"slug":127,"title":128,"href":129,"icon":130,"description":131,"level":118},"f-ongoing-outreach","F — Read an outreach sequence before activating it","\u002Flearn\u002Ff-ongoing-outreach","workflow","Understand how a playbook combines steps, timing, entry rules, and enrollment. Read an existing sequence without saving, publishing, reconciling, enrolling, or…",[],[],{"id":34,"slug":34,"title":38,"href":36,"letter":135,"icon":37,"cover":136,"goal":142,"summary":143,"level":40,"lessons":144,"next":159},"D",{"id":75,"src":76,"alt":77,"caption":78,"width":79,"height":80,"annotated":137},{"src":82,"width":83,"height":80,"title":84,"callouts":138},[139,140,141],{"number":87,"text":88},{"number":54,"text":90},{"number":92,"text":93},"Stay on top of follow-ups","Use tasks and the calendar as a daily routine without any channel setup.",[145,146,150,154,158],{"slug":107,"title":108,"href":109,"icon":37},{"slug":147,"title":148,"href":149,"icon":124},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes",{"slug":151,"title":152,"href":153,"icon":124},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks",{"slug":155,"title":156,"href":157,"icon":37},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create",{"slug":101,"title":102,"href":103,"icon":37},[160,161],{"slug":121,"title":122,"href":123,"icon":124},{"slug":127,"title":128,"href":129,"icon":130},null,1793910214299]