Sometimes you just need a nudge to remember you have some unfinished business you need to Follow Up With. Think of it as the “Refrigerator Note”. You don’t need a Task, You don’t need an Appointment, You don’t need a Reminder sent to your phone – you just need a gentle reminder to Follow UP… Continue reading...
The call scheduling feature in your EBSuite account is a fail-safe way to keep a close watch on follow-up commitments to anyone in your database. You schedule a call, but in fact think of it as scheduling a follow-up. The follow-up may be phone call, an email, a text message, a Facebook post, or an… Continue reading...