- Step 3 -
Create 1 Next Step
Next Steps are an easy way to manage your follow up. You can set Next Steps for any contact, and we'll remind you when they're due!
When you add a contact to your In-Flow or Hot List, we automatically set a Next Step to connect with them in one week. Once you reach out, complete that Next Step and set another based on your conversation!
There are three easy ways to create Next Steps:
- Tap the "+" button from the Next Steps tab
- Tap the "Add Next Step" button from an individual contact page
- Tap the more options button on any contact from the In-Flow or Hot List
With multiple Next Steps, you can create an individual action plan for each contact you want to focus on.
Your goal today: Find a contact you want to follow up with and set 1 Next Step!