How to Access Follow Up Prospects

                         How to access Follow up in Prospects

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Here, you can view all the prospects you tagged for follow-up. This tag serves as a reminder that the prospect indicated you could get back in touch with them after a specified amount of time.

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1. From the home page, click on ‘Prospects’ at the left hand side of the screen.

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2. Once you get to prospects, click on ‘Tags’ on the right and select ‘Follow up’

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3. Now you can see all of the prospects tagged as Follow Up.

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