Follow Up Plan Features

Follow Up Transaction Plans have several different features that you can do with them.

1- You can add tasks to your Follow Up plan and also view all of your tasks by clicking on the tasks button

2- You can share your Follow Up plans by clicking on the share button; a box will then appear where you can choose which team member to share the plan with

 

3- You can also choose to clone or archive your plan with just a simple click of the buttons next to the plan’s name

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