[{"data":1,"prerenderedAt":90},["ShallowReactive",2],{"shell":3,"topic: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",{"topic":34,"settings":73,"paths":74},{"slug":25,"title":35,"href":36,"purpose":37,"icon":38,"settingsDirectory":39,"guides":40},"Tasks, meetings and pipeline","\u002Ftopics\u002Ffollow-ups","Plan the next action, see meetings and move leads through stages.","calendar-check",false,[41,48,55,61,67],{"slug":42,"title":43,"href":44,"icon":38,"description":45,"level":46,"productLocation":47},"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…","beginner","Task",{"slug":49,"title":50,"href":51,"icon":38,"description":52,"level":53,"productLocation":54},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment…","intermediate","Quick Add (+) → Add Task",{"slug":56,"title":57,"href":58,"icon":38,"description":59,"level":46,"productLocation":60},"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":62,"title":63,"href":64,"icon":38,"description":65,"level":53,"productLocation":66},"meeting-lifecycle","Review meeting history and audited attendance","\u002Fguides\u002Fmeeting-lifecycle","Meeting Lifecycle shows confirmed or pending meetings for one lead and any associated no-show recovery plan. Open it in the context of an authorized lead. The…","Calendar → open a meeting → Meeting history",{"slug":68,"title":69,"href":70,"icon":38,"description":71,"level":53,"productLocation":72},"pipeline","Review and update the pipeline","\u002Fguides\u002Fpipeline","Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…","Pipeline",null,[75,80,85],{"slug":76,"title":77,"href":78,"letter":79},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",{"slug":81,"title":82,"href":83,"letter":84},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","D",{"slug":86,"title":87,"href":88,"letter":89},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","E",1793910213570]