Clients to get in touch with
Clients you have not contacted in a long time; Remind Me Later or Set Aside.
Clients To Get In Touch With on My Week lists your clients nobody has been in contact with for a long time, so none of them drift away unnoticed.
- The heading says how long counts as too long, such as Over 200 days, and how many clients are on the list.
- Each client shows how long it has been, or Never contacted.
- Remind Me Later hides the client for 30 days.
- Set Aside takes the client off the list.
The panel shows only when there is someone to chase.