---
title: Understanding Follow-Up Date Tags on the Prospect Board
description: Learn how Opus1 follow-up date tags help you prioritize prospect outreach with color-coded indicators showing overdue and upcoming follow-ups at a glance on the Prospect Board.
---

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# Understanding Follow-Up Date Tags on the Prospect Board

## Follow-up date tags on the Prospect Board use a two-color system (red and orange) to highlight prospects who need attention now or soon. Tags appear on board cards when a next follow-up date is overdue or within the next 48 hours. Future follow-up dates (more than 48 hours away) do not show a tag on the card—they are still visible in the prospect detail panel and in Prospects Conversion reporting.

**Last updated:** July 7, 2026  
**Applies to:** Owner / Manager / Staff  
**PLUS feature:** yes

### **Table of Contents**

1. [Overview](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#overview)
2. [What Are Follow-Up Date Tags?](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#what-are-tags)
3. [How to Set or Update a Follow-Up Date](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#how-to-set-update)
4. [Last Follow-Up vs. Next Follow-Up](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#last-vs-next)
5. [What You'll See on the Board](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#what-youll-see)
6. [Prospects Conversion Reporting](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#prospects-converting-report)
7. [Permissions](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#permissions)
8. [Tips for Using Follow-Up Dates Effectively](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#tips-for-using-follow-up-dates-effectively)
9. [FAQ](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#faq)
10. [Related Articles](https://kb.opus1.io/follow-up-date-tags-on-the-prospect-board#related-articles)

#### **Overview**

Follow-up date tags are visual indicators on your Prospect Board cards that show when each prospect needs your next outreach. This feature helps you prioritize your sales pipeline by surfacing overdue follow-ups and upcoming tasks—all without opening individual prospect records.

ℹ️ **Note:** Follow-up date tags require Opus1 PLUS (Prospects Funnel & Management). Users with Owner, Manager, or Staff access can view and manage follow-up dates on the Prospect Board.

**Quick Reference Table**

| **Tag Color** | **Meaning** | **When It Appears** |  |
| --- | --- | --- | --- |
| 🔴 Red | Overdue | Next follow-up date is in the past | ![image (2)](https://kb.opus1.io/hs-fs/hubfs/image%20(2).png?width=520&height=190&name=image%20(2).png) |
| 🔶 Orange | Due soon | Next follow-up date is within the next **48 hours** | ![image (1)](https://kb.opus1.io/hs-fs/hubfs/image%20(1).png?width=518&height=190&name=image%20(1).png) |
| *none* | Future | Next follow-up is more than 48 hours away — date is visible in the prospect detail panel and Prospects Conversion reporting, but not on the board card | ![image-1](https://kb.opus1.io/hs-fs/hubfs/image-1.png?width=528&height=188&name=image-1.png) |

**What Are Follow-Up Date** **Tags?**

##### **What It Does**

Follow-up date tags display directly on prospect cards in your board view, showing the scheduled follow-up date with color-coded urgency. When a next follow-up date is set and the date is overdue or due within 48 hours, the card shows a small tag with a **clock icon** and a short date (for example, **Jun 12**). Tags use your business timezone for display.

##### **Why You'd Use It**

Without visual indicators, it is easy to let prospects slip through the cracks. Follow-up date tags eliminate the need to click into every record to check when you planned to reach out next. This keeps your team accountable and ensures timely prospect engagement.

##### **What About Future Follow-Up Dates?**

If you set a next follow-up date more than 48 hours in the future, **no tag appears on the board card**. The date is still saved and visible when you open the prospect detail panel, and it appears in **Prospects Conversion** reporting and CSV export. As the date approaches, the card will automatically show an orange tag (within 48 hours) or a red tag (once overdue).

##### **Separate From Other Card Tags**

Follow-up date tags are **separate** from other red tags on prospect cards, such as campaign **Action / Call** tags or **Email / SMS** opt-out indicators. Those reflect campaigns or communication preferences, not scheduled follow-up dates. A prospect can show both a follow-up date tag and a campaign tag at the same time.

#### **How to Set or Update a Follow-Up Date**

##### **What It Does**

The **Next follow-up** field stores the date when you plan to contact the prospect again. This date drives the tag color displayed on the board (when the date is overdue or within 48 hours).

Setting a next follow-up date is always a **manual** step—no campaign or workflow sets it automatically.

##### **How to Configure Them**

1. Navigate to **Clients → Prospects**
2. Click on a prospect card to open the detail panel:
   
   ![Screenshot 2026-07-07 at 3.56.15 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-07-07%20at%203.56.15%20PM.png?width=670&height=449&name=Screenshot%202026-07-07%20at%203.56.15%20PM.png)
3. In the **sidebar**, locate **Next follow-up:** (below assigned staff):
   
   ![Screenshot 2026-07-07 at 3.57.04 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-07-07%20at%203.57.04%20PM.png?width=670&height=449&name=Screenshot%202026-07-07%20at%203.57.04%20PM.png)
4. Click the field to open the date picker
5. Choose a date using: 
     - **Quick presets:** In 1, 3, or 7 days; or in 1, 3, 6, or 12 months
     - **Calendar:** Pick any date
     - **Clear:** Remove the next follow-up date
       
       ![Screenshot 2026-07-07 at 3.58.16 PM](https://kb.opus1.io/hs-fs/hubfs/Screenshot%202026-07-07%20at%203.58.16%20PM.png?width=670&height=542&name=Screenshot%202026-07-07%20at%203.58.16%20PM.png)
6. Confirm the selection. You should see a success message (**Client updated**)
7. Close the panel. The board refreshes. If the date is overdue or within 48 hours, a colored tag appears on the card

💡 **Tip:** Set follow-up dates during or immediately after each prospect interaction so you never forget to schedule your next touchpoint.

#### **Last Follow-Up vs. Next Follow-Up**

Opus1 tracks two different timestamps. Keep the distinction clear when training staff.

| **Field** | **What It Means** | **How It Gets Set** | **Can You Edit It?** |
| --- | --- | --- | --- |
| Last follow-up | When staff last posted a **staff message or comment** to this prospect | **Automatic** — updates when staff posts via staff messaging (including comments in the prospect detail panel) | No dedicated editor |
| Next follow-up | When someone **plans** to follow up next | **Manual** — set in the date picker | Yes |

**Important Details:**

- **Last follow-up** does **not** update automatically for phone calls, SMS, or marketing emails—only for **staff messages and comments** posted through the staff messaging path.
- **Next follow-up** in the detail panel **header** turns **red** when the date is overdue (same red as overdue board tags).
- Clearing **next follow-up** removes the planned date; it does not change **last follow-up**.

Both fields appear in the prospect detail panel header (when set) and in **Prospects Conversion** reporting.

#### **What You'll See On the Board**

##### **Card Indicators**

Each prospect card displays:

- **Name and age** (if available)
- **Hashtag tags** (prospect tags for filtering)
- **Follow-up date tag** (when overdue or within 48 hours) — clock icon + short date
- **Other tags** (when applicable) — campaign Action/Call, Email/SMS opt-out

##### **Toolbar Filters**

Use these controls above the board to narrow the pipeline:

| **Filter** | **What it Does** |
| --- | --- |
| Show only overdue | Shows prospects whose **next follow-up** date is in the past |
| Show only actions due | Shows prospects with pending campaign **Action** or **Call** stages |
| Show only my prospects | Shows prospects assigned to **you** |
| Staff dropdown | Filter by assigned staff member(s) |
| Search | Search by client name; use **#tagname** to filter by prospect tags |

Filter preferences for overdue, my prospects, and similar toggles are remembered in your browser.

There is **no follow-up date range filter** on the board itself. Use **Prospects Conversion** reporting to review follow-up dates across a date range.

##### **Detail Panel**

Click any prospect card to open the detail panel, where you can:

- **Header:** View account created date; **last follow-up** (if set); **next follow-up** (if set, red when overdue)
- **Sidebar:** View assigned staff; **edit next follow-up**; move prospect to top; quick actions
- **Tabs:** Client history (messages, activities, calls), campaigns, and related tools

#### **Prospects Conversion Reporting**

The board is for day-to-day triage. **Prospects Conversion** is for reviewing follow-up patterns across statuses, time ranges, and staff.

**Location:** **Clients** menu → **Prospects Conversion**

Same **Opus1 Plus** requirement as the Prospects board.

| **Column** | **Content** |
| --- | --- |
| Last Follow-Up | Date and time of last staff message follow-up, or - if none |
| Next Follow-Up | Planned next follow-up date and time, or - if not set |

Use **Export Prospects Conversion Stats as CSV** to download both follow-up fields (and other columns) for spreadsheet analysis or manager review.

Clicking a row opens the same prospect detail panel used on the board, so staff can update **next follow-up** from reporting without returning to the Kanban view.

#### **Permissions**

| Action | Owner | Manager | Staff | Limited Staff |
| --- | --- | --- | --- | --- |
| View follow-up date tags | ✅ | ✅ | ✅ | ❌ |
| Set / update follow-up dates | ✅ | ✅ | ✅ | ❌ |
| Filter by follow-up status | ✅ | ✅ | ✅ | ❌ |
| Access Prospect Board | ✅ | ✅ | ✅ | ❌ |
| View Prospects Conversion reporting | ✅ | ✅ | ✅ | ❌ |
| Enable Opus1 Plus / CRM | ✅ | — | — | — |
| Configure CRM statuses (Settings) | ✅ | — | — | — |

#### **Tips for Using Follow-Up Dates Effectively**

- **Set follow-ups immediately** — After every prospect interaction, set the next follow-up date before closing the detail panel
- **Use presets for consistency** — "In 3 days" and "In 1 month" speed up scheduling and align the team on common cadences
- **Review red tags daily** — Make clearing overdue follow-ups part of your morning routine; turn on **Show only overdue** during standups
- **Check the detail panel for future dates** — Prospects with follow-ups more than 48 hours out will not show a board tag; open the detail panel or use Prospects Conversion reporting to see upcoming dates
- **Combine with Show only my prospects** — Individual contributors can run a personal follow-up list without noise from unassigned leads
- **Keep campaign tags separate** — Red **Action** / **Call** tags mean campaign work is due; follow-up date tags mean a calendar follow-up is due
- **Coordinate with your team** — Managers can review staff follow-up patterns in Prospects Conversion to ensure consistent prospect engagement

#### **FAQs**

**Q: Why don't I see follow-up date tags on my Prospect Board?**  
A: Follow-up date tags require Opus1 Plus. Verify your account has Plus enabled and that you have Owner, Manager, or Staff access. Limited Staff users cannot access the Prospect Board.

**Q: Why doesn't my prospect show a follow-up tag even though I set a next follow-up date?**  
A: Board tags only appear when the next follow-up date is **overdue** (red) or **within the next 48 hours** (orange). If the date is more than 48 hours away, no tag shows on the card—the date is still saved and visible in the prospect detail panel and Prospects Conversion reporting.

**Q: What happens if I don't set a next follow-up date?**  
A: Prospect cards without a next follow-up date will not display a date tag. The prospect will still appear on your board but won't be flagged for follow-up.

**Q: Can I change the 48-hour threshold for orange tags?**  
A: The 48-hour threshold is a system default and cannot be customized. Red indicates overdue, orange indicates within 48 hours, and dates more than 48 hours away do not show a tag on the board card.

**Q: Do follow-up date tags trigger any notifications or reminders?**  
A: Follow-up date tags are visual indicators only. They do not send automatic notifications. Check your Prospect Board regularly to stay on top of scheduled follow-ups.

**Q: How do I clear an overdue follow-up?**  
A: Open the prospect detail panel and either update the next follow-up date to a future date or clear the field entirely if no follow-up is needed.

**Q: What's the difference between last follow-up and next follow-up?**  
A: **Last follow-up** updates automatically when staff posts a staff message or comment—it records outreach history. **Next follow-up** is the date you manually set for your planned next touch—it drives the board tag colors.

**Q: Does last follow-up update when I make a phone call or send an SMS?**  
A: No. Last follow-up updates only when staff posts a **staff message or comment** through the staff messaging path—not for phone calls, SMS, or marketing emails.

#### **Related Articles**

- [Prospects Conversion Reporting](https://kb.opus1.io/conversions-stats?hsLang=en) — review follow-up patterns across statuses and staff

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