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Anthony B.
AB
Helping companies create a competitive advantage through customer experience

What is the best way to log follow ups?

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Cameron H.
CH
Senior Account Executive
0
Create an activity task in outreach for the future follow up - this will pop up in your homepage when it's due.
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Jeremy K.
JK
Leveraging the gifts and talents imparted to me.
0
When I engage a customer, either email or call, I put them into a follow up sequence, typically that has 3 steps, call > email > call to make sure we keep that door of interaction open.
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