How to access Follow up in Prospects
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.
- From the home page, click on ‘Prospects’ at the left hand side of the screen.
- Once you get to prospects, click on ‘Tags’ on the right and select ‘Follow up’
- Now you can see all of the prospects tagged as Follow Up.
