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(Created page with "Follow Ups What do you enter into Follow Ups? Also in this section you will find the Follow Ups Tab. In this section you can add notes and information to follow up on in the f...")
 
 
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Follow Ups
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'''Follow Ups'''
  
What do you enter into Follow Ups?
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What do you enter into Follow Ups?  
  
Also in this section you will find the Follow Ups Tab.
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In the '''Prospect Card '''you will find the '''Follow Ups''' Tab.  
  
In this section you can add notes and information to follow up on in the future. Whether it be an appointment or a  
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In this section you can add a '''Follow Up Date - Type - Results''' and '''Notes''' to follow up on in the future for either an '''Appointment''' or a '''Lead. '''
lead. Obviously this is a great place to place future leads so you can come back to them and know exactly what  
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you have done previouly.
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Obviously this is a great place to store future '''Leads''' so you can come back to them and know exactly what you have done previouly.

Latest revision as of 10:24, 22 December 2011

Follow Ups

What do you enter into Follow Ups?

In the Prospect Card you will find the Follow Ups Tab.

In this section you can add a Follow Up Date - Type - Results and Notes to follow up on in the future for either an Appointment or a Lead.

Obviously this is a great place to store future Leads so you can come back to them and know exactly what you have done previouly.