Why are there contacts on my Home Page?
There could be a few reasons why contacts are on the Home Page.
- If you have an appointment scheduled with that contact today, it will be listed under "Today's Appointments". You can click on the contact and then click the Green Call button to call out to them.
- If you have a follow-up date set for these contacts, they will appear on the "My Follow-Ups" section of the Home Page on the date their follow-up is scheduled and stay on there until they are called.
- You can either click on the contact's name and click the Green Call button to call out to them, or you can add your follow-ups to a campaign and call out to all of them. Once the lead has been called and a disposition has been set, the contact will come off of the Home Page
- If you did not submit a disposition for your contacts during the campaign, you will have Parked Dispositions on the Home Page. They will be listed under the "Parked Dispositions" section. Click here to learn more about completing Parked Dispositions