Potential Followups Smart Group

The Potential Followups List can be found by selecting the groups icon on your contact page.

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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