Goal Tracker
- How am I reminded of the follow ups I have scheduled?
- How can I see the follow up reminders I have scheduled?
- How do I choose a Goal Plan?
- How do I send an email to a contact in one of my Goal Tracker queues?
- How does the Goal Tracker know where to pull contacts for New Reach Outs and Follow-Ups from?
- How is the number of New Reach Outs and Follow Up slots determined?
- I have too many Auto Follow Ups in my queue. What can I do?
- Why do the same contacts keep showing up in my follow up queue on the Goal Tracker?