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Organisation follow-ups

One due list for an organisation's booking side, lead next actions, prospect follow-ups and unanswered requests to play, on the org dashboard, in the mobile app, in a daily reminder and through the MCP server.

What it is

Your organisation dashboard has a Follow-ups card: every lead whose next action date is here, every show prospect or venue hold due a follow-up, and every request to play at one of your venues you have not answered. Overdue items sit at the top in red. Tap one to land on the record.

On the morning a follow-up is due you get a notification (in-app, push and email). A lead goes to whoever owns it; prospects go to the organisation's managers.

In the mobile app, pick an organisation in the workspace switcher and the home tab shows a Personal / Organisation switch. The organisation dashboard lists the same follow-ups, your prospects by stage and your artist teams.

Connected an assistant through the MCP server? Ask it "what should I follow up on today", then have it move the prospect, set the next date and log the call.

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