Next steps and reminders

A next step is something that has to happen with an account: “send the proposal with the 2027 prices”, “they confirm the visit date”, “call Anna after the fair”. Each step says whose move it is, who on your team owns it and, optionally, when it is due. LeadHunter then reminds the owner: a count on the bell in the top bar, the Due next steps section of Today, a Next steps page, a morning email and, if you want, your own calendar.

Next steps show on every account whatever its status. A client’s onboarding steps stay just as visible as a prospect’s next call.

Add a next step

Open the account. The Next steps card is the first thing on the Activity tab, above Conversation and Brief & notes. Click Add next step (on the card or in the page header) and fill in:

• Next step: what has to happen, in a sentence (up to 1,000 characters).
• Whose move: Our action (someone on your team has to do it) or Waiting on them (you are waiting for the account: a signed order, a reply, a date).
• Assignee: who on your team owns it. It defaults to you; you can pick any member of the project, or leave it unassigned.
• Due date and Time (both optional): a date alone means “some time that day”; add a time when it is an appointment. Today, Tomorrow and In a week under the date fill it in one click.
• Their contact (optional): the person at the account it concerns.

Steps are grouped in two columns, Our actions and Waiting on them, sorted by due date.

In a campaign you don’t need to leave for the account page: the panel that opens on a campaign account (from a Review row, the Outreach inbox, the Follow-up view or a Board card) has a Next step section right under the conversation, with the same Add next step form. There, a template chip adds the step in one click, with its usual due day, assigned to you.

Quick add from a template

Above the steps, Quick add offers the steps you write most often as one-click chips: Follow up, Book a demo / visit, Send proposal / pricing, Waiting for their answer and so on. Click one and the add form opens already filled in (text, whose move, due date); adjust anything and click Add next step. Nothing is created until you save. If you had already started writing a step, LeadHunter asks before replacing what you wrote.

The chips follow the account’s status, so you see the likely next move first:

• Prospect and Contacted: follow up, book a demo, send the proposal, wait for their answer, prepare the demo, reach out again later.
• In negotiation: send the proposal, wait for their answer, follow up, send the sign-up or trial invitation.
• In trial: onboarding session, check trial usage, second session, waiting for documents, payment set-up, end-of-trial reminder.
• Client: ask for a referral or review, renewal reminder, follow up, second session.
• Lost: reach out again (in three months).

Every other template is one click away under More…. An account marked Do not contact gets no templates: the card says contact restrictions apply.

Each template has a default due date counted from today: Follow up is in 3 days, Send proposal / pricing tomorrow, Reach out again in 3 months, Send sign-up / trial invitation today. A few, such as Prepare the demo (“the day before the visit”) and Renewal / end-of-trial reminder, leave the date to you.

Done, and what comes next

When you mark a step made from a template as done, LeadHunter suggests the usual next one, for example Next: Prepare the demo after Book a demo / visit, or Next: Waiting for their answer (due …) after Send proposal / pricing. Click Add to create it on the same account (assigned to you, with its default date) or Dismiss. When the template has no default date, pick one next to Add, or leave it empty. The suggestion appears wherever you clicked Done: on the account, in the bell’s list or on the Next steps page.

Edit the templates for your project

Settings → Next step templates lists your project’s templates (open Settings in the sidebar, then Next step templates in the settings menu). Every member of the project can:

• Edit a template: its text, whose move it is, the default due date (a number of days, weeks or months from today, or none), the account statuses it is offered for (none ticked means every status) and the step suggested when it is done.
• Move it up or down. This order is the one under More… and for your own templates; each status keeps its suggested templates in front.
• Hide a template you never use, and Show it again.
• Add template for a step of your own, with the same settings.
• Delete your own templates (you type the template’s name to confirm; templates that suggested it next then suggest nothing), or Restore default on a built-in one you edited (it keeps its place in the list).
• Reset to defaults: undo every change and the order, and delete your own templates (you type RESET to confirm when there are any).

Only what you change is saved. An edited built-in template shows Edited with the fields you changed (for example “Edited: text, due date”); everything else keeps following LeadHunter’s built-in template, so when we improve a built-in template’s wording or add a new one, your project gets it too, in its usual place in your list. Each project has its own list: changes in one project don’t touch the others. The date chip turns red when a step is overdue and amber when it is due today.

Work through them

On each step:

• The round button marks it done.
• The calendar button reschedules it: Tomorrow, In 3 days, Next week, or any date and time. A step with a time keeps it unless you pick a new one. The step remembers the date it was moved from.
• The ⋮ menu has Edit, Cancel step (it no longer applies) and Delete (for a mistake; done or cancelled keeps the history).

Show done lists the steps already done or cancelled, newest first, with Reopen if one comes back. A done or cancelled step keeps its date: reopen it before moving it.

The bell and the Next steps page

The bell in the top bar counts your open steps that are overdue or due today, across all your projects. Click it for the Next steps due list: the account, its project, the step, its due date and a Done button. All next steps opens the Next steps page with your steps in every project. The page also opens from All next steps on Today; it has no sidebar entry of its own.

Next steps lists open steps in sections: Overdue, Today, This week (the next seven days), Later and No date. Three scopes at the top choose whose steps you see:

• Mine (this project) (the default): steps assigned to you in the project you have selected.
• Everyone in this project: everyone’s steps in that project.
• All my projects: steps assigned to you in every project you belong to.

“Follow-up” now names something else: the view of a campaign’s Outreach tab that lists the accounts you wrote to that haven’t replied.

“Today” is your own calendar day: the app uses your browser’s date.

Daily email

Every morning (Madrid time) LeadHunter emails you the steps assigned to you that are overdue or due that day, with a link to each account. No email on days when nothing is due, and never more than one a day. Turn it off under Profile → Reminders → Daily email digest.

See your next steps in your calendar

You can subscribe to your open, dated next steps from Google Calendar, Apple Calendar or Outlook. Steps without a time appear as all-day events; steps with a time as 30-minute events.

1. Go to Profile → Reminders → Calendar feed and click Create calendar link.
2. Copy the link. It is shown only once: LeadHunter keeps only a fingerprint of it.
3. Add it to your calendar:
   • Google Calendar (on the web): Other calendars → + → From URL, paste the link, Add calendar.
   • Apple Calendar: File → New Calendar Subscription and paste the link. On iPhone: Settings → Calendar → Accounts → Add Account → Other → Add Subscribed Calendar.
   • Outlook: Add calendar → Subscribe from web.

Calendar apps refresh subscriptions on their own schedule (Google every few hours), so a change can take a while to show.

The link is private: anyone who has it can read your step texts and the account names (nothing else, no contact details). If it leaks, click Replace link: the old one stops working at once, and you subscribe again with the new one. Turn off feed removes it.

From your own tools (API)

Agents and scripts can manage steps through the REST API at https://leadhunter.api.humans2agents.com/api/next-steps/ with your API token:

• POST /api/next-steps/ with account, text and optionally side (ours / theirs), assignee, contact, due_on (YYYY-MM-DD), due_time (HH:MM). Send an external_id (your own identifier for the step): posting the same external_id again for the same account returns the step already stored (status 200) instead of creating a second one, so retries are safe. Send template_key (the key of one of the project’s templates, listed by GET /api/next-steps/templates/?project=…) to mark the step as made from that template; marking it done then answers the suggested next template in follow_on.
• GET /api/next-steps/?account=… or ?project=…&status=open&due=overdue,today to list them; POST /api/next-steps/{id}/complete/ and POST /api/next-steps/{id}/reschedule/ ({"due_on": "…"}; the time is kept unless you send due_time, null clears it) to act on one. Dates run from 1900 to 2999; a done or cancelled step must be reopened before its date can change.