This is all based on the contact’s Pipeline Position. Hilo My Week follows the rules below:
New Reach Outs - Only contacts in the Not Contacted pipeline position will be added to the New Reach Out queue. These names will not show up in the Follow-Ups list.
Follow-Ups - Only contacts in the Contacted, Needs Follow Up, All Info Sent, and Follow Up positions will be added to the Follow-Up queue.
Team Reach Outs - Contacts with a contact type of “Downline” will be added to the Team Reach Outs queue.
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