HOWTO

Remember to Follow UP with…

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…

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HOWTO, QuickStart

Are you Following Up with your Customers and Prospects?

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…

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