Follow Ups
I am loving teamzy but Follow Ups needs to be added to the dash board. Also, it would be helpful if a follow up date defaulted for us. We could change the date if we needed to....but at least they'd get on our follow up list. I did 15 prospects yesterday and didn't know to set the follow up date. Now those folks will not be on my follow up list unless I go back and manually change their date.
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