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Helpstar 115790 There are two new report to see outstanding and completed follow-ups. These are available in the Analysis Reports section.
List of incomplete follow-upThis report shows all incomplete follow-ups. You can filter this down to follow-ups for clients belonging to a specific broker.
List of complete follow-upThis 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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