---
id: TASK-15
title: Add follow-up and manual sales status tracking
status: Done
assignee: []
created_date: '2026-06-03 19:14'
updated_date: '2026-06-10 19:27'
labels:
  - mvp
  - sales
  - follow-up
dependencies:
  - TASK-14
references:
  - PRD.md
priority: medium
ordinal: 15000
---

## Description

<!-- SECTION:DESCRIPTION:BEGIN -->
Add the lightweight CRM layer needed after first contact. The MVP does not parse inbox replies automatically; Matthias manually marks responses and sales outcomes. Follow-ups are prepared by the agent and sent only after manual approval.
<!-- SECTION:DESCRIPTION:END -->

## Acceptance Criteria
<!-- AC:BEGIN -->
- [x] #1 After an initial send, a single follow-up draft and suggested due date are created
- [x] #2 Follow-up sending requires manual review and approval, just like the first email
- [x] #3 Manual statuses exist for Antwort erhalten, Kein Interesse, Später wieder melden, Gespräch vereinbart, Angebot angefragt, Angebot gesendet, Auftrag gewonnen, Auftrag verloren, Nicht weiter verfolgen, Follow-up geplant, and Follow-up gesendet
- [x] #4 Marking Antwort erhalten or Kein Interesse stops pending follow-up prompts
- [x] #5 Nicht erneut kontaktieren blocks outreach for 12 months and then reappears only as Erneut prüfen
<!-- AC:END -->

## Implementation Plan

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1. Add follow-up fields and due-date logic to Outreach/Lead records.
2. Add manual status controls in lead detail and funnel cards.
3. Add follow-up review/send flow using the same SMTP approval boundaries.
4. Add rules to stop follow-ups when manually marked answered or not interested.
5. Add 12-month recheck behavior for Nicht erneut kontaktieren.
<!-- SECTION:PLAN:END -->

## Implementation Notes

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Started implementation pass for tasks 15-19 and 27. TASK-27 note says it is superseded by TASK-13, so this pass will verify the existing PageSpeed-to-audit-generation handoff rather than implement it separately.

Implemented and verified follow-up draft creation after send, manual approval boundaries for follow-up records, manual sales status labels/mutation, reply/no-interest suppression, and 12-month do-not-contact recheck visibility. Verification: pnpm test 305/305; pnpm lint 0 errors.
<!-- SECTION:NOTES:END -->

## Final Summary

<!-- SECTION:FINAL_SUMMARY:BEGIN -->
Closed per explicit user request while switching project tracking to pitchfast.
<!-- SECTION:FINAL_SUMMARY:END -->