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How do I set a lead follow-up date?

How do I set a lead follow-up date?

You can use EverBright to set email reminders for your follow-up appointments. This can be done from the pipeline or from any page of a job.

Just click the sales notes icon to take down important details and get your follow-ups scheduled. You can choose different reminder options or use "Custom" to set a specific time.

From the pipeline, click the notes icon on the right:

From the job view, click the notes icon along the right sidebar:

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