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SolvedStarterclientsfollow-ups

How do I set a reminder to call a client back?

Q&A · 2 views · 1 reply
This is a starter post, written by the Floors & Frames team so you can find answers from day one. Replies from members are welcome.

1 reply

SOLUTION

On the client, set Next follow-up with a date and a note ("Call about revisions"). It appears under Follow-ups on your Home page when due, and in the Monday email.

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