Follow-up time slots organize each day's leads into the queues your sales team works — for example Morning, Mid-Day, and End of Day. Every new lead is placed on the Follow Ups board automatically based on when it arrives, so the team always knows which batch to call next.

One behavior is worth understanding clearly: the day boundary for slotting is midnight, not your first slot's start time. A lead that arrives late in the evening — after your last slot has ended but before midnight — waits under Upcoming Follow Ups for the next day.

The moment the clock passes midnight, new leads (and those waiting ones) belong to the new day and appear under Current Follow Ups in the first slot, even if that slot's start time hasn't arrived yet. Nothing is lost or stuck — it's the design that keeps every lead queued for the right day.

⚙️ Where Slots Are Configured

1) Slots live under Settings → Sales → Follow Ups, on the Slots tab. Each slot has a name, a start time, and an end time — in this example: Morning 6:00 AM–10:00 AM, Mid-Day 10:00 AM–2:00 PM, End of Day 2:00 PM–11:00 PM. The toggles control follow-ups overall, lead vs. work request follow-ups, and all-user visibility; Add Slot creates more.

Follow-up slots and their time windows under Settings → Sales → Follow Ups

🧭 How Leads Land on the Board

2) A new lead arrives — for example through your website's marketing form — and is created in Sales → Leads with its arrival timestamp.

A lead arriving through the marketing form

3) On the Follow Ups board, you'll find three tabs — Current, Missed, and Upcoming Follow Ups — and a Select Slot filter for viewing one slot's queue at a time.

The Follow Ups board with the Select Slot filter

4) Example 1 — a lead at 11:57 PM. This lead was created after the last slot of the day had ended (11:00 PM) but before midnight.

A lead created at 11:57 PM, after the day's last slot has closed

5) Because the day's slots are over, the lead is held under Upcoming Follow Ups — queued for the next day rather than dropped into a slot that's already finished.

Upcoming Follow Ups (1): the late-evening lead waits for the next day (2)

6) Example 2 — a lead at 12:09 AM. A few minutes later, just past midnight, another lead arrives.

A second lead, created shortly after midnight

7) This one lands directly under Current Follow Ups in the Morning slot — even though Morning doesn't start until 6:00 AM. After midnight, the new day's first slot is where new leads belong.

Current Follow Ups (1): the after-midnight lead already in the Morning slot (2)

8) And the 11:57 PM lead? Once the clock passed midnight, it moved automatically from Upcoming into the same Morning slot — ready to be worked first thing.

The late-evening lead, rolled into the Morning slot after midnight

Good to Know

• Midnight draws the line, not the slot start: a lead at 11:57 PM is still “today” (slots closed → Upcoming); a lead at 12:09 AM is “tomorrow” (→ Current, Morning slot), even before the slot's start time.
• No lead is ever stranded: Upcoming Follow Ups is a holding area, not a dead end — everything in it rolls into the next day's first slot automatically at midnight.
• Slots are yours to shape: names, windows, and the number of slots are fully configurable per account, so the board mirrors how your sales day actually runs.
• This is working as designed: if you spot a late-night lead under Upcoming rather than a slot, that's the system queueing it correctly for the morning — no action needed.