Managing Follow-Up Assignments

Creating tasks
Users can create tasks that are associated with a particular contact they have been assigned to follow-up with in order to aid in the follow-up process. Thi...
Tue, 12 Aug, 2014 at 7:04 PM
Changing a Contact's Follow-Up Status
A contact's follow-up status (No Connection, F2F Connection, or 2X+ Connection) can be updated from one of three places: 1) By clicking t...
Tue, 12 Aug, 2014 at 8:34 PM