LeadLeak | Follow-ups

Internal tasks only.No message, provider, automation, or external calendar action can be triggered here.

Existing deal task and governed plan tools

Persisted activity

Create a task

Governed follow-up

Prepare an internal plan

This records a consent-checked plan only. It does not send email or SMS, contact a provider, or write an external calendar. The action-plan record stores a content hash, not the draft text.

Accessible conversation

ChannelCustomer timezone (quiet-hours policy only)

Sender identity referenceTemplate ID

This screen and the current service do not verify sender or template approval. Review those records separately before attesting. This does not authorize sending.

I separately verified this sender identity reference is approved.Template versionI separately verified this template ID and version are approved.

This saves a non-dispatched internal plan. The schedule is an explicit instant; the customer timezone above is used only for quiet-hours evaluation. This browser does not convert schedule values. Delivery remains outside this panel.

Scheduled instant (optional; ISO-8601 with Z or numeric offset)

Quiet hours startQuiet hours end

Subject (email only)Content used for plan hash (not stored in the plan record)The customer explicitly asked to continue by text

Plans are checked against current consent and quiet hours. A held plan requires human follow-up.

Server-confirmed status

Recent plans

No plans loaded.

Accessible conversation plans will appear here.

Task queue

Accessible tasks

No tasks loaded.

Create a task or refresh the queue.