video1.0<iframe src="https://www.loom.com/embed/42779208647348ec9e4baaab328175a5" frameborder="0" width="1400" height="1050" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10501400Loomhttps://www.loom.com10501400https://cdn.loom.com/sessions/thumbnails/42779208647348ec9e4baaab328175a5-1bec3b762a7a1d3e.gif282.134In this video, I walk you through how to effectively use the follow-up list feature in our CRM. I demonstrate how to access your follow-up list from the dashboard, which is crucial for daily tasks, and how to contact individuals directly from the CRM, like sending an email to Chuck Norris. I also explain how to log your interactions and adjust follow-up schedules based on the contact's preferences, whether it's daily, weekly, or even yearly. I encourage you to clear your follow-up list daily and keep track of your communications to maintain strong relationships. Make sure to adjust follow-up frequencies as needed to stay organized!