My Follow-Ups

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My Follow-Ups

 

 


My Follow-Ups will show you any Follow-ups that require some type of Action. There are 4 views under the My Follow-Ups section.

Late- any follow-ups that have not been worked and are in need are an Action

Today- follow-ups that are due today

Tomorrow- follow-ups that are due for the next day

All- will display all follows-up

 

App Follow-Ups

 

Click on Actions to View Customer, Add Note, Directions, Call, Email or Mark As Rehash.

actions