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The Finance Shop Knowledgebase Menu
The Finance Shop Knowledgebase Menu
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There are two new report to see outstanding and completed follow-ups. These are available in the Analysis Reports section.

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List of incomplete follow-up

This report shows all incomplete follow-ups. You can filter this down to follow-ups for clients belonging to a specific broker.

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List of complete follow-up

This report lists all follow-ups completed in the defined date range. You can filter this down to follow-ups for clients belonging to a specific broker.

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