# Service Description FOLLOW-UP

# FOLLOW-UP

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:143.391px;"><colgroup><col style="width:14.6603%;"></col><col style="width:35.0281%;"></col><col style="width:50.3116%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> <td style="height:29.7969px;">Widget</td> <td style="height:29.7969px;">Widget Description</td> </tr> </thead> <tbody> <tr style="height:113.594px;"> <td style="height:113.594px;">Follow-ups</td> <td style="height:113.594px;"><div drawio-diagram="1912"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/P2dQCdEaiMSV9u39-31s7pj8hww4xo5t7-drawing-9-1754044505.png" alt="31s7pj8HWw4Xo5T7-drawing-9-1754044505.png"/></div>

 </td> <td style="height:113.594px;">1\. Quantity of entries with a follow-up date that are not Completed.

Click: Summary page (Display is pre-filtered to Follow-up date &lt; Today)

Available:

- Homepage dashboard
 
 </td> </tr> <tr> <td>Follow-ups</td> <td><div drawio-diagram="1913"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/qOREbJg4mwPHpJMi-kexynprjhnluklqq-drawing-9-1754045101.png" alt="KeXynpRJHNluKlqQ-drawing-9-1754045101.png"/></div>

 </td> <td>1.  The next 4 open entries, sorted by next follow-up date Ascending

Colour code:   
Red: Follow-up date exceeded.  
Yellow: Follow-up date Today

Click: Switches to the detail page of the Object

2\.  Quantity of follow-up dates &lt; Today that are not Completed.

Click: Summary page (Display is pre-filtered to Follow-up date &lt; Today)

3\. Quantity of entries with follow-up date that are not Completed.

Click: Summary page

Available:

- Homepage dashboard
 
 </td> </tr> </tbody> </table>

### Summary page

1. Title: Follow-ups
2. Lists all Objects with a follow-up date that are not Completed, including those that, for example, are no longer present in a lead List.
 

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="width:100%;"><colgroup><col style="width:19.4279%;"></col><col style="width:45.2557%;"></col><col style="width:35.3164%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Detail page of the Object</td> <td> </td> <td>Table</td> </tr> </tbody> </table>

####   


##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:242.172px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4422%;"></col><col style="width:7.86651%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full Text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Colour code</td> <td style="height:46.5938px;">ForceVisible</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">Red: Follow-up date &lt; Today  
Yellow: Follow-up date = Today</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Object</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Workflow \| Leads \| Opportunities</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Name that the Object has</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Follow-up</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Date</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Created</td> <td style="height:46.5938px;">VisibleOnlyLandscape</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">Date</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Addendum</td> <td style="height:29.7969px;">Hidden</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">For Opportunities, the Level is displayed  
For Workflows, the Level name is displayed</td> </tr> </tbody> </table>

Customer columns

<table id="bkmrk-bezeichnung-sichtbar-1" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr> <td>Name</td> <td>Visible</td> <td>Sort</td> <td>Full text</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>Colour code</td> <td>Forced</td> <td>  
</td> <td>  
</td> <td>Purple: Key account

Blue: Prospect, transfer customer, new customer

Red: Delivery block

Orange: Not assigned

Purple has the highest priority  
Blue is before "Not assigned" and before delivery block.  
That means a not assigned prospect with delivery block is shown in blue.  
A "Not assigned" customer with delivery block is shown in orange.

 </td> </tr> <tr> <td>Name 1</td> <td>Visible</td> <td>ASC</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 2</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Name 3</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Customer</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Street</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Postcode</td> <td>Landscape</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>City</td> <td>Visible</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>ABC Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Country</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Telephone number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Fax number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>E-Mail</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> <tr> <td>Sales office</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Group of sales agents</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price list</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Last visit</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>Automatically determined.</td> </tr> <tr> <td>Visiting frequency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Due date</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>The text for this column is determined as follows:  
No invoice discount: no visiting frequency present in the customer master data  
No visit: no last visit present  
Not due: Last visit + visiting frequency &gt; current calendar week  
Now: Last visit + visiting frequency == current calendar week  
Overdue (1): Last visit + visiting frequency &lt; current calendar week  
Overdue (2): Last visit + (visiting frequency \* 2) &lt;= current calendar week</td> </tr> <tr> <td>Visit duration</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tour</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Start week</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Client</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Attribute1-16</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Type (customer)</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Currency</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Area</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer since</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>State</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Main contact</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Incoterms 2</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Terms of delivery</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Account group</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Homepage</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Listing</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Send invoice separately</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Delivery note without price</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>ILN</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Invoice discount</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Form of payment</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Customer category</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Price group code</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Association</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Advertising material</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Tax Ident Number</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>VAT ID</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Status</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Order block</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Assigned</td> <td>Hidden</td> <td>  
</td> <td>  
</td> <td>  
</td> </tr> <tr> <td>Abbreviation</td> <td>Hidden</td> <td>  
</td> <td>Yes</td> <td>  
</td> </tr> </tbody> </table>

#### Workflows

For Workflow, the follow-up date corresponds to the field "Due on". Only query Workflows are displayed in the Follow-ups.

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>

# KPI Widget Follow-ups

#### Follow-ups due

 Counts all follow-ups that are due today and in the past.

<div drawio-diagram="2297"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-09/wuKqTSgXOD92Y9Cj-8p0cm6c6qpmrbyvv-drawing-9-1775643394.png" alt="8p0cM6c6QPmrbYVv-drawing-9-1775643394.png"/></div>

1. The number shows the quantity of due follow-ups 
    - Red: There are due follow-ups
    - Black: There are no due follow-ups
2. The blue chart shows the quantity of all due follow-ups
 
<table id="bkmrk-auftragsstatus-in-z%C3%A4" style="border-collapse:collapse;width:100%;height:148.984px;"><colgroup><col style="width:50%;"></col><col style="width:50%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Included in count</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Opportunity</td> <td style="height:29.7969px;">x</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Lead</td> <td style="height:29.7969px;">x</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Workflow</td> <td style="height:29.7969px;">x</td> </tr> </tbody> </table>


<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>