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You will receive a popup reminder prior to the designated follow-up time. |
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If a follow-up is being created for an application that is currently in Open Leads, the application is temporarily removed from the Open Leads queue. The application will be put back into the Open Leads queue one business day after the follow-up time has passed. If the follow-up is deleted, the application will be put back into the Open Leads queue immediately.
This requires the Closed Follow-Up permission. See the Permissions Master Document for more details.
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Users must contact Insellerate Support to enable the permissions for this feature. |