- On your homepage, find the “Follow-Up” box under Opportunities
- Click the blue number next to “Total” to be shown all names that have follow-ups in the next 30 days. This will be calculated based on the follow-up date set inside the contact.
Viewing Follow-Ups Print
Created by: Russell Van Curen
Modified on: Thu, 2 Jul, 2020 at 1:14 PM
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