Follow Up Reports

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-up

This 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-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.