From the Prospects page, to the Payment process, Realcore reminds you when to follow-up. In this extremely busy industry, you have so much to remember to do. Whether it's touching base with a prospect, or keeping track of communication for outstanding payments, Realcore can help you remember those next steps when you input "Follow-Up Dates", which are automatically synced to your Realcore calendar.

Follow-up dates are available wherever you can input a note. Did you know you can attach notes directly on a pipeline deal? Choose a type of note, the date, and then type the note. Choose a follow-up date at the bottom and click "Update". The note will appear on the deal, and your reminder to follow-up will be added to your Realcore calendar. For a step-by-step tutorial on adding a pipeline note, click here.

Be sure to check out our Prospect Guide to see how to further use follow-up dates in scheduling outreach. (Details are on page 8 of the guide.) 

As always, we are here to support you and your team any way that we can. Contact us any time at Support@realcoreapps.com .