How to Use EZ FollowUp in 3 Easy Steps
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STEP 1: Import new or desired contacts from your preferred contact management data
base (Outlook, GMAIL, Act, Goldmine, Interaction, etc: name, title, company/firm,
email address, birthday. Or you can manually enter minimal information into your
E- Followup Contact Dashboard (name, email address) adding more information later,
or more complete contact information depending on your time availability.
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STEP 2: Highlight desired contact or group of contacts; select desired E-followup
template; Customize if desired. (You can save a customized template as a new template
in your library) For the “let’s meet template” select suggested
date(s).
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STEP 3: Hit Send |
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