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The “Recently Added” widget displays prospects and members in the order they were created (newest accounts will always be displayed...
July 1st, 2025 9 views 0 likes
The (D) stands for direct. This is contact method done outside of the scheduled follow-up. A scheduled follow-up is any...
To filter by employee name, complete the following steps: Locate the followup widget on the Dashboard. From the drop down...
