Generate and send follow-up messages for multiple overdue deals at once.
How to get there: Go to Deals in the top menu → navigate to /deals/follow-ups in your browser, or use the route directly from the CRM section.
Overview
The Bulk Follow-ups page shows all deals with overdue follow-up dates. From here you can generate AI-powered follow-up messages, review and edit them, and send them all in one go.
Accessing the Page
Navigate to Deals → Follow-ups to open the Bulk Follow-ups page. You can also reach it at the URL path /deals/follow-ups.
How It Works
1. Review Overdue Deals
The page loads all deals where the follow-up date has passed. Each deal shows:
- Deal name and linked contact
- Status badge and deal value
- How overdue the deal is (e.g., "3 days overdue" or "Due today")
- Channel that will be used for sending (shown after generating)
2. Generate Follow-up Messages
You have two options:
- Generate All Follow-ups - Click the button in the page header to generate AI follow-up messages for all eligible deals at once
- Generate Follow-up - Click the button on an individual deal to generate a message for just that deal
AI generates each message based on the deal context, contact details, and conversation history. The communication channel (Email or WhatsApp) is automatically detected based on the most recent conversation with the contact.
3. Review and Edit
After generating, each deal shows:
- A text area with the generated message that you can freely edit
- The channel that will be used (e.g., "Via Email" or "Via WhatsApp")
- A checkbox to select or deselect the deal for sending
4. Select Deals
Deals with a linked contact are selected by default after generating. Use the checkboxes to include or exclude specific deals. The bottom bar shows how many deals are selected out of the total eligible.
5. Set Status After Sending
Optionally choose a status to apply to deals after their follow-up is sent:
- In the bottom bar, find After sending, set status to
- Select a status from the dropdown (e.g., "Contacted", "Follow-up sent")
- Select No change to leave deal statuses as they are
6. Send All Selected
Click Send All Selected to send follow-up messages for all checked deals. Successfully sent deals are removed from the list.
Important Notes
- Contact required - Deals without a linked contact show a warning: "Link a contact first to send a follow-up." These deals cannot be selected or sent.
- Channel auto-detected - The sending channel (Email or WhatsApp) is determined automatically based on the last conversation with the contact. You do not choose the channel manually.
- Messages are editable - Always review generated messages before sending. You can modify the text in the text area for any deal.
- Overdue only - This page only shows deals where the follow-up date has already passed.