Frequently Asked Questions
Followup Tool: Basics (DC)
Last Updated 4 months ago
Time Stamps for Important Topics (Drag the red circle along the video progress bar)
- 0:07 – Who uses the Followup Tool?
- 0:21 – How do I access the Followup Tool?
- 1:14 – What is the purpose of the options (tabs) across the top of the screen?
- 2:04 – What is in the columns?
- 2:54 – How do I use column filters?
- 3:11 – How do I send a follow-up email to someone in the list?
- 3:38 – How do I indicate the follow-up was completed ("Completed" status)?
- 4:03 – What if someone has opted out of receiving emails?
- 4:41 – Why and how would I apply the "In Progress" status?