Viewing Follow-Ups
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Created by: Russell Van Curen
Modified on: Mon, 10 Aug, 2020 at 1:03 AM
- 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.
See the AMS Training Manual for more information: p. 5
https://alagent.net/uploads/documents/Marketing_Prospect_Sys_Training_Manual_Interactive_V_1.29.18.pdf#page=9
Russell is the author of this solution article.
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