After a new lead comes in and you've sent your initial reply, it may be part of your workflow to follow up if the lead hasn't yet booked a few days or weeks later. You can remind yourself to do this easily using our Lead Status feature. This way, it will only remind you if the lead is still open and hasn't yet turned into a booked job or moved to a different lead status for another reason.

You'll first want to be sure that all of your Job Types default to the New lead status here in Settings › Job Types:

You'll then be able to set up rules on your Initial Contact lead status in Settings › Lead Status. Having the New lead status change to Initial Contact when an email is sent or received, will change the lead status to Initial Contact when you send that first email.

You can then set up a rule on Initial Contact that automatically changes the lead status to Needs Follow Up after a set amount of days, after you initially responded to the lead.

The last step is to be sure you have a sidebar list in the Leads sidebar section for all leads that are set to Needs Follow Up here:

Then configure your dashboard to include that sidebar count in your Right Now widget here: 

Now your leads will automatically move to the Needs Follow Up status for you when they need to be followed up on, and you'll be notified the morning it happens by email in your daily notifications from Táve and with that tile on your dashboard!