How to use Member Followups
Member Followups lists people with a next follow-up date — renewals, check-ins, or sales callbacks.
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Set a follow-up
1. Open the member profile
2. Add a note and set the next follow-up date
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Work the list
1. Go to Members → Member Followups
2. Call or message the member
3. Update the note and set the next date, or clear when done
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Related
How to use the member profile
How to use Enquiry Followups