Potential Followups Smart Group

Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon .

To pull up the Potential Followups Group:

  • Click Contacts  in the main navigation bar
  • Select the Groups Icon 
  • Navigate to Potential Followups

After you select Potential Followups there will be time frames:

  • 7 days
  • 14 days
  • 30 days
  • 90 days

Selecting a time frame means that an attempt to contact has been made with a result of: Needs Followup, Call Back, or Left Message within the selected time frame and no donation has been made within the selected time frame.

If a donation has been found within the selected time frame then the contact will not appear.

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