A lead only moves with a promise of its next call
Moving a lead to an open column — across the board or from the customer file — is now refused until the lead holds an open follow-up date. Won and lost are exempt: they end the story.
Product update 2 min read
A lead with no next follow-up date is a lead on its way to being lost. Until this change, a card on the pipeline could drift from column to column with no promise attached — it felt like progress, but all that had really changed was where the card sat, and nobody had committed to calling anybody tomorrow. You could see the outcome in the board's "no next follow-up date" filter: a pile of leads camped mid-pipeline, waiting to be forgotten.
The rule is now a simple one: a lead moves only with a promised next call. Drag a card across the board, or pick a new column from the customer file's move menu — if the lead holds no open follow-up date, the move is refused with a plain message: "This lead has no next follow-up date. Set one on its file, then move it."
The only exceptions are the closing columns: won and lost. A won lead is nobody left to call, and a lost one is a story that is over — both move freely. The check reads the same answer as the board's "no next follow-up date" filter, so what that filter shows you is exactly what blocks a move. And when two businesses work on the same person, a promise set by the other business is that business's promise, not this one's.
Using it is the work you already did, only now the order is settled: set the lead's follow-up date on its file — the same place it has always lived — then take the card wherever it needs to go. That date is what keeps a lead alive in reminders and the day's list; now a move cannot happen without it. The rule came from a suggestion through the "suggest a feature" door: make the next follow-up date mandatory for leads, so none of them quietly disappears into the system.