Follow-Up Lock

Use this immediately when a school wants SchoolManager later, next term, or in September.

Save Follow-Up Reminder records this school, the next action date, and field notes in the reminder dashboard and NinjaPipe.

School Name Primary Contact Name Contact Phone / WhatsApp Field Agent

Encounter Date Date Phrase Follow-Up Reason Target Start Term Term Start Date Follow-Up Date

Use proactive term reminder when term date is selected Known Term Date

Follow-Up Window Commitment Strength Follow-Up Method Next Action

Package Interest Field Visit Notes Next Follow-Up Notes