Tasks & follow-ups

No more “I forgot to call him back.”

Every call-back gets a time, an owner and a lead.

13
Today

Tuesday

October

Today's follow-ups

Tap a task to tick it off

Call Ahmed back after payday!!

(which Ahmed?)

Call Ahmed about the Turkey offerThu 27 · 11:00 AMAhmed Reda

The sticky-note problem

Promises to call back shouldn't live on paper

A customer asks you to call back after payday, the rep writes it on a sticky note, and three days later the family has booked with someone else.

Your week

Every day already sorted

The tasks page sorts your day for you: overdue, today, upcoming and done. A rep starts the morning on Today, sees yesterday's missed call flagged as overdue, and works down the list. Ticking a task marks it done and records when. A manager switches from My tasks to All tasks to see who is falling behind before customers notice. In the Ramadan or summer rush, that is often the difference between a booking and a lost lead.

Tap a day, then switch to All tasks

KYou: Karim

2 tasks

10:00 AMCall Ahmed about the Turkey offerAhmed RedaOverdue
12:30 PMSend Omar the Umrah programme PDFOmar FathyToday

Overdue never hides

The minute it's late, it's at the top

Overdue tasks get their own tab, open first and show in red, and the Tasks item in the sidebar counts everything that's due. A missed call can't sink quietly under today's list.

  • Overdue, today, upcoming and done
  • Managers see who is falling behind in All tasks

Tasks1

10:58AM
  • Overdue(1)
  • Send passport scans to the embassyYesterday · 4:00 PMSara Nabil
  • Today(3)
  • Call Hany about his Hajj papers11:00 AMHany Mostafa
  • Send Omar the Umrah programme PDF12:30 PMOmar Fathy
  • Confirm Youssef's Sharm deposit3:00 PMYoussef Khaled

Promises made in the chat

“Call me tomorrow at 11” becomes a task

Your rep reads the time in the conversation and adds the task on the customer's lead. From then on it has a due time, it sits on the lead's timeline, and it shows up on tomorrow's list.

DDina Hassan WhatsApp

Shall I hold the Dubai New Year offer for the two of you?

Lead · Dubai New Year2 travellers · WarmDina Hassan

Activity

  • WhatsApp: asked about Dubai

Anatomy of a follow-up

Small card, nothing missing

Tasks in Flyby are follow-ups tied to a lead: call Ahmed about the Turkey offer, send the Umrah programme, confirm the Sharm deposit. Each task has a description, a due date and time, and a done state. You create it from the lead or from the tasks page, and it sits on the lead's activity timeline alongside calls, notes, WhatsApp messages, emails and meetings, so the follow-up and its context always stay together.

Call Dina once she's checked with her husband

Dina Hassan · Dubai New Year
Wed 14 · 11:00 AM
Done Wed 14 · 11:06 AM
  1. What needs doing, in plain words
  2. The lead it belongs to, one click away
  3. The day and hour it's due
  4. When it was done, stamped automatically
  1. 1

    Add a follow-up

    From a lead or the tasks page, write what needs doing and pick the day and hour it's due.

  2. 2

    Work the day's list

    Open Today to see overdue and due tasks in order. Each one links straight to its lead and conversation.

  3. 3

    Tick it off

    Mark the task done. It's stamped with the time and stays in the lead's history for everyone to see.

  • Tasks linked to a lead, with a due date and time
  • Overdue, today, upcoming and done tabs
  • My tasks for reps, all tasks for managers
  • Overdue tasks stand out, so nothing slips quietly
  • Completed tasks are stamped with when they were done
  • Every task appears on the lead's activity timeline
  • Log calls, WhatsApp messages, emails, meetings and notes beside them
  • Moderators can manage tasks on their qualified leads

Who leans on it most

Three kinds of follow-up that used to slip

Tasks work because they sit next to the sale, not in a separate app. From any task you're one click away from the lead, with its trip details, score and conversation. Moderators, who work the qualified leads, can add and close tasks on them too, so the person following up with the customer is the one who owns the reminder. Nothing depends on someone's memory or a notebook on the desk anymore.

Due: after payday

Agencies selling Umrah programmes

Families often need time to gather passports, agree dates with relatives or wait for a salary. A task for each family, with the date they gave you, means every one of them gets the call when it was promised, not whenever someone happens to remember.

All tasks · manager view

Sales teams with targets

Managers see every rep's open and overdue tasks in one place. If someone is drowning in summer Sharm requests, the overdue follow-ups show it early, and the work can be shared out before customers are left waiting too long.

Due: 3 days before the appointment

Visa and documents follow-up

Schengen and other visa trips depend on paperwork arriving on time. Add a task to remind the customer about bank statements or photos, due before the appointment, and the reminder lives on the lead with the rest of the trip details.

Yes. Every task belongs to a lead, so it shows on that lead's timeline and you can jump from the task to the trip details and the conversation.

Tomorrow

14

Wednesday

0 overdue

Tomorrow's list is ready before you are

The AI brings the leads, your team keeps the promises. Every call-back gets a time, an owner and a lead.