Follow ups

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Brooke Orchard

• May 02, 2016 00:31

When updating/reconnecting with someone and adding in another note/message about them, does the follow up date disappear and do I have to reenter another one?  I like to put down follow up dates for when I plan on inviting that person to a challenge group, but I am noticing that those dates are disappearing anytime I update that person's notes.

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  Barrie T.

  • May 03, 2016 15:08

  Brooke, great question! Yes, the follow up disappears when you connect with them. You must set a new follow up each time you connect if you wish to keep them on your follow up list. We made this easy by embedding the Set Follow up inside the Connect box. 

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