How do I create new follow up buckets?
Creating new follow-up buckets depends on your role in the organization: This ensures your request is handled efficiently and aligns...
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CRM Follow Ups
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How do I delete a scheduled follow up?
To delete a scheduled follow-up for a client, follow these steps: This will successfully delete the scheduled follow-up for the... -
Where can I see if a client has a scheduled follow up?
If a client has a scheduled follow-up, a red sticker will appear next to the client’s name, displaying the date... -
What is the difference between a Follow Up List and a Client List?
This distinction ensures that your outreach strategy is tailored to the appropriate level of communication, whether personal or broad. -
How do I create a Tagged List?
To create a Tagged List in AXLE:
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