Follow-Up Dashboard

Overdue30 Due Today0 Next 7 Days0 Term Starts 14d0 Proactive Due9 Hot14

School	Contact	Owner	Dates	Plan	Notes	Actions
New Victory Star International School OverdueHotWhatsApp	Kelvin +233549537756	Sylvanus	216d overdue Follow-up: 2026-04-07, Morning Term start: 2026-04-21 Proactive: 2026-04-07 Phrase: Third Term 2025/2026 - 2026-04-21	Call Demo Later / Third Term	Field: Ready to subscribe but will love to try it before making first payment. Next:	Call WhatsApp SMS Visits
TEST E2E 20260514 202605140058 - Due Today OverdueHotCall	End To End Tester One +233503001401	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	Call Call Later / Current Term	Field: TEST E2E 20260514 202605140058: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 202605140058: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140058: next action note - call and confirm readiness.
TEST E2E 20260514 202605140123 - Due Today OverdueHotCall	End To End Tester One +233503001401	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	Call Call Later / Current Term	Field: TEST E2E 20260514 202605140123: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 202605140123: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140123: next action note - call and confirm readiness.
TEST E2E 20260514 202605140124 - Due Today OverdueHotCall	End To End Tester One +233503001401	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	Call Call Later / Current Term	Field: TEST E2E 20260514 202605140124: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 202605140124: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140124: next action note - call and confirm readiness.
TEST E2E 20260514 202605140125 - Due Today OverdueHotCall	End To End Tester One +233503001401	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	Call Call Later / Current Term	Field: TEST E2E 20260514 202605140125: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 202605140125: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140125: next action note - call and confirm readiness.
TEST E2E 20260514 202605140126 - Due Today OverdueHotCall	End To End Tester One +233501401261	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	Call Call Later / Current Term	Field: TEST E2E 20260514 202605140126: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 202605140126: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140126: next action note - call and confirm readiness.
TEST E2E 20260514 202605140126 - Due Today OverdueHotCall	End To End Tester One +233503001401	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	Call Call Later / Current Term	Field: TEST E2E 20260514 202605140126: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 202605140126: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140126: next action note - call and confirm readiness.
TEST E2E 20260514 20260514014639713 - Due Today OverdueHotWhatsApp	End To End Tester One +233146397131	Noel	179d overdue Follow-up: 2026-05-14, Morning Phrase: exact date: today	WhatsApp Call Later / Current Term	Field: TEST E2E 20260514 20260514014639713: field visit note from live follow-up lock form. School asked for a call today. Next: TEST E2E 20260514 20260514014639713: next action note - call and confirm readiness.	Call WhatsApp SMS Visits TEST E2E 20260514 20260514014639713: next action note - call and confirm readiness.
TEST E2E 20260514 202605140123 - Action Complete OverdueSoftWhatsApp	End To End Tester Three +233503001403	Lifescience	178d overdue Follow-up: 2026-05-15, Any Phrase: exact date: tomorrow	WhatsApp Demo Later / Next Term	Field: TEST E2E 20260514 202605140123: field visit note from live follow-up lock form. Action endpoint test record. Next: TEST E2E 20260514 202605140123: mark complete after verifying creation.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140123: mark complete after verifying creation.
TEST E2E 20260514 202605140124 - Action Complete OverdueSoftWhatsApp	End To End Tester Three +233503001403	Lifescience	178d overdue Follow-up: 2026-05-15, Any Phrase: exact date: tomorrow	WhatsApp Demo Later / Next Term	Field: TEST E2E 20260514 202605140124: field visit note from live follow-up lock form. Action endpoint test record. Next: TEST E2E 20260514 202605140124: mark complete after verifying creation.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140124: mark complete after verifying creation.
TEST E2E 20260514 202605140125 - Action Complete OverdueSoftWhatsApp	End To End Tester Three +233503001403	Lifescience	178d overdue Follow-up: 2026-05-15, Any Phrase: exact date: tomorrow	WhatsApp Demo Later / Next Term	Field: TEST E2E 20260514 202605140125: field visit note from live follow-up lock form. Action endpoint test record. Next: TEST E2E 20260514 202605140125: mark complete after verifying creation.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140125: mark complete after verifying creation.
TEST E2E 20260514 20260514014639713 - SMS Segment OverdueSoftSMS	End To End Tester Four +233146397134	Noel	172d overdue Follow-up: 2026-05-21, Evening Phrase: exact date: next week	SMS Call Later / Custom	Field: TEST E2E 20260514 20260514014639713: field visit note from live follow-up lock form. SMS list segment test record. Next: TEST E2E 20260514 20260514014639713: send SMS reminder next week.	Call WhatsApp SMS Visits TEST E2E 20260514 20260514014639713: send SMS reminder next week.
TEST BUG 20260516 Submit Lock Fixed OverdueSoftCall	Submit Fix Test +233206650065	Noel	170d overdue Follow-up: 2026-05-23, Morning	Call Call Later / Custom	Field: TEST BUG 20260516: verifying submit-lock 500 fix after deploy. Next:	Call WhatsApp SMS Visits
TEST BUG 20260516 Submit Lock Fixed CDP OverdueSoftCall	Submit Fix Test +233206650065	Noel	170d overdue Follow-up: 2026-05-23, Morning	Call Call Later / Custom	Field: TEST BUG 20260516 verifying submit-lock 500 fix after deploy via CDP Next:	Call WhatsApp SMS Visits
TEST BUG 20260516 Submit Lock Fixed CDP OverdueSoftCall	Submit Fix Test +233206650065	Noel	170d overdue Follow-up: 2026-05-23, Morning	Call Call Later / Custom	Field: TEST BUG 20260516 verifying submit-lock 500 fix after deploy via CDP Next:	Call WhatsApp SMS Visits
TEST BUG 20260516 Submit Lock Fixed CDP OverdueSoftCall	Submit Fix Test +233206650065	Noel	170d overdue Follow-up: 2026-05-23, Morning	Call Call Later / Custom	Field: TEST BUG 20260516 verifying submit-lock 500 fix after deploy via CDP Next:	Call WhatsApp SMS Visits
TEST BUG 20260516 Token Refresh 20260516193411 OverdueSoftCall	Submit Token Test +2332020260516193411	Noel	170d overdue Follow-up: 2026-05-23, Morning	Call Call Later / Custom	Field: TEST BUG 20260516 verifying token refresh fixed NinjaPipe sync Next:	Call WhatsApp SMS Visits
Howard Montessori School OverdueHotCall	Yvonne +233598301767	Sylvanus	167d overdue Follow-up: 2026-05-26, Afternoon Phrase: next week	WhatsApp Demo Later / September	Field: She will call next week after discussing with the boss Next:	Call WhatsApp SMS Visits
Babess International School Due TodayHotWhatsApp	King David +233508173388	Sylvanus	163d overdue Follow-up: 2026-05-30, Afternoon Term start: 2026-04-21 Proactive: 2026-04-07 Phrase: two weeks	WhatsApp Call Later / Third Term	Field: Will call to subscribe Next:	Call WhatsApp SMS Visits
Peggy Good International School LockedHotCall	Peggy +233552688898	Sylvanus	150d overdue Follow-up: 2026-06-12, Morning Phrase: next week	Call Demo Later / Third Term	Field: Want to discuss with management and give me a call. Next:	Call WhatsApp SMS Visits
St. Samuel Preparatory School LockedHotCall	Mr Armstrong +233591666725	Sylvanus	144d overdue Follow-up: 2026-06-18, Afternoon Phrase: Thursday	Call Demo Later / Next Term	Field: To remind him of discussing with the Proprietoress Next:	Call WhatsApp SMS Visits
Power And Might School LockedHotCall	Emelia +233246392016	Sylvanus	143d overdue Follow-up: 2026-06-19, Morning Phrase: Next 3 days	WhatsApp Demo Later / Next Term	Field: Will need to talk with management about it and give us a call Next:	Call WhatsApp SMS Visits
St Paul Anglican Basic School LockedHotCall	Sylvester +233242586606	Sylvanus	140d overdue Follow-up: 2026-06-22, Morning Phrase: next week	Call Start Next Term / Next Term	Field: They have sports activities today till Thursday so I should call him on Monday Next:	Call WhatsApp SMS Visits
TEST E2E 20260514 202605140058 - September Proactive LockedWarmVisit	End To End Tester Two +233503001402	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 202605140058: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 202605140058: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140058: visit two weeks before first term.
TEST E2E 20260514 202605140123 - September Proactive LockedWarmVisit	End To End Tester Two +233503001402	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 202605140123: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 202605140123: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140123: visit two weeks before first term.
TEST E2E 20260514 202605140124 - September Proactive LockedWarmVisit	End To End Tester Two +233503001402	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 202605140124: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 202605140124: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140124: visit two weeks before first term.
TEST E2E 20260514 202605140125 - September Proactive LockedWarmVisit	End To End Tester Two +233503001402	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 202605140125: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 202605140125: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140125: visit two weeks before first term.
TEST E2E 20260514 202605140126 - September Proactive LockedWarmVisit	End To End Tester Two +233503001402	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 202605140126: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 202605140126: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140126: visit two weeks before first term.
TEST E2E 20260514 202605140126 - September Proactive LockedWarmVisit	End To End Tester Two +233501401262	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 202605140126: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 202605140126: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 202605140126: visit two weeks before first term.
TEST E2E 20260514 20260514014639713 - September Proactive LockedWarmVisit	End To End Tester Two +233146397132	Sylvanus	83d overdue Follow-up: 2026-08-18, Afternoon Term start: 2026-09-01 Proactive: 2026-08-18 Phrase: two weeks before September first term	Visit Start Next Term / September	Field: TEST E2E 20260514 20260514014639713: field visit note from live follow-up lock form. School wants onboarding before September term. Next: TEST E2E 20260514 20260514014639713: visit two weeks before first term.	Call WhatsApp SMS Visits TEST E2E 20260514 20260514014639713: visit two weeks before first term.