- Members can use our CRM tools to schedule sales, follow-up calls or meetings.
- Enter the date, time and notes and click save.
- Click the Google, Outlook, or Apple/Other link to schedule the follow up in your computer, device or smart phone calendars.
- A red alert notification will also appear on the upper right corner of the page one week prior to the follow-up date.
- Active and historic follow up call and meeting notes are available in the members area message center.
