Follow Up Modification

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Morgan Whitaker

• October 25, 2016 23:34

 Hi! I just wanted to pop in and let you know that I would love the ability to change the follow up date of someone I have had marked for follow up, without creating a "dummy" connect.

 

For example, if today I mark someone for follow up tomorrow, and then tomorrow for whatever reason (maybe I check their page and something clearly indicates it's not a good time to reach out to them) I need to change the reminder date, I can't do that without filling out a connect that says "changing follow up day."

 

Any chance the ability to change a follow up reminder day is in the works?

Thanks!

Morgan

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  Morgan Whitaker

  • October 26, 2016 01:38

  Nevermind! A friend showed me how to do it from the TEAM section rather than the DASHBOARD section. Thanks!

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  April Truett

  • February 22, 2017 03:59

  I need to know how to do this, too!!

   

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