Recommended Follow-ups

Recommended Follow-ups

Callproof Mobile App Recommendedfollowup

What are Recommended Follow-ups?

Recommended Follow-ups is a Home widget that suggests accounts you should contact next. Suggestions are based on recent interactions and CallProof recommendations so you can follow up faster without searching manually.

This widget appears only when Recommended Follow-ups is enabled for your company and included in your Home widgets.

How to navigate

Mobile Home → scroll to Recommended Follow-ups

Show/hide: Settings → Home Screen Widgets → Recommended Follow-up toggle

(Company must also have Recommended Follow-ups enabled.)

Using Recommended Follow-ups

1. Open Mobile Home.
2. Scroll to the Recommended Follow-ups cards (horizontal list when available).
3. Review the suggested account name, address, and reason/status when shown.
4. Tap a card action to call, email, add a task, add to route, snooze, add notes, or open more options.
5. Complete the action, then continue to the next recommendation.
6. If the widget is missing, turn it on in Home Screen Widgets or ask your administrator to enable it.

Features include

• Suggested accounts – Accounts CallProof recommends for follow-up based on activity.
• Horizontal cards – Swipe through multiple recommendations on Home.
• Call – Quickly call the recommended account.
• Email – Start an email to the account.
• Add Task / Follow-up – Create a task from the recommendation.
• Add to Route – Add the account to your current route.
• Snooze – Temporarily hide/defer a recommendation.
• Add Notes – Save a note related to the follow-up.
• More actions – Open additional account options when available.
• Close / dismiss – Clear a card action sheet or skip when provided.
• Widget visibility – Control show/hide from Home Screen Widgets.
• Company enablement – Available only if your organization has Recommended Follow-ups turned on.

Note

If no recommendations are returned, the widget may hide or show empty until new follow-up suggestions are available. Visibility also depends on widget order settings and company configuration.