How to Create Follow Up Lead Reminders

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Follow-ups are essential to effective sales processes. And we make it easy to schedule and remind you that you need to follow up with specific leads, with the our follow up reminders. 

 

To set up follow up reminders: 

*Follow-Up reminders work on a per-lead basis. This means that every lead profile has a lead reminder button for that specific lead. To to try a lead reminder, go to Contacts - Click on a Lead, Click on Email and look for the add reminder button. 

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Finish by clicking on the purple button. :). 

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