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CRM Idea Center
Categories Accounts & Contacts
Created by Guest
Created on Dec 11, 2024

To follow up with an account once you met with them to prompt you further action is needed.

After visiting with an account when you document in your event notes and it may need further follow up. It would be nice when you reschedule for follow up that that account is flagged that something is missing until you completed the additional task.

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