Contact temperature and automatic follow-ups
A contact’s temperature — Warm, Neutral, or Cold — is a colored badge that says how hot the conversation is. Rating a contact fires the workspace’s follow-up rule, which creates a follow-up task for you automatically.
Rate a contact
Section titled “Rate a contact”- At Add to CRM — the temperature chips on the extension pill or a Signals row.
- On the contact page, in the About group (saves on select).
- On the Contacts list or a Tasks row, by clicking the Temperature badge.
- Right-click a contact row → Set Temperature.
What the rule does
Section titled “What the rule does”Your Admin sets the cadence under Vertical pack. The defaults are Warm → 3 business days, Neutral → 1 calendar month, Cold → no task. “Business days” skips weekends: Warm on a Friday lands the following Wednesday. An Admin can switch Warm and Cold to plain calendar days, and Neutral to calendar days instead of months.
- Rating creates one follow-up task on Tasks.
- Re-rating reschedules that same task — it never stacks. Re-rating after the task was completed reopens it.
- Rating Cold or clearing the temperature leaves any existing task alone.
- The rule fires when you rate a contact in the app or at Add to CRM. It does not fire on imports or the public API.
What you should see
Section titled “What you should see”The badge changes color on the record and the list, and a task named for the contact appears on Tasks with the due date the rule computed.