We’ve enhanced the Follow-Up Management settings in Movegistics AI to give administrators greater control over how follow-ups are handled after a Lead is converted into a Work Request.

Previously, follow-up tasks remained active even after a Lead was converted, causing the same record to appear in both the Follow Ups view and the Sales Pipeline. While this was expected behavior, many customers requested the ability to manage Lead and Work Request follow-ups independently.

With this enhancement, you can now configure separate follow-up settings for Leads and Work Requests, allowing your workflow to better match your sales process.

✨ What’s New?

Movegistics AI now includes:

• 🎯 Separate Lead Follow Ups and Work Request Follow Ups settings
• ⚙️ Independent ON/OFF controls for each follow-up type
• 🔄 Smarter handling of follow-ups when a Lead is converted into a Work Request
• 🧹 Automatic removal of Lead follow-ups when Work Request follow-ups are disabled

🎯 Why This Matters

• Every company manages its sales process differently.
• Some organizations prefer to continue follow-up activities after a Lead becomes a Work Request, while others want the record to leave the Follow Ups screen and be managed exclusively through the Sales Pipeline.
• This enhancement gives you the flexibility to choose the workflow that best fits your business, eliminating unnecessary follow-up records and reducing confusion for your team.

⚙️ How to Configure

1. Navigate to Settings → Sales → Follow Ups.
2. Under the Slots tab, you’ll find two separate settings:
3. • 👤 Lead Follow Ups ON/OFF
   • 📄 Work Request Follow Ups ON/OFF
4. Enable or disable each option based on your preferred workflow.

🚀 Start Using It

Once configured, Movegistics AI will automatically manage follow-ups according to your selected settings.

• ✅ If Work Request Follow Ups are Enabled, follow-up activities will continue after a Lead is converted into a Work Request.
• 🚫 If Work Request Follow Ups are Disabled, any active Lead follow-ups will be automatically removed during conversion, and no new Work Request follow-ups will be created.

This allows converted Work Requests to move directly into the Sales Pipeline without remaining in the Follow Ups view.

💡 Key Benefits

• 🎯 Independently control Lead and Work Request follow-ups
• 🔄 Customize follow-up behavior to match your sales workflow
• 🧹 Automatically remove unnecessary follow-up records after conversion
• 📋 Keep the Follow Ups screen focused on active records
• ⚡ Reduce confusion and streamline lead management

🎉 Available Now

The new Lead & Work Request Follow-Up Controls are now available in Movegistics AI under Settings → Sales → Follow Ups, giving your team greater flexibility and control over the lead-to-work-request lifecycle.