Thursday, February 26, 2009

GoldMine: Keeping Up With Follow Ups - A Key To Success Made Easier

Here’s a good way to manage ‘follow-ups’ or FUPs.

If you need to call someone or meet with someone at a specific day or time, you would schedule a call or an appointment. The follow-ups discussed here are ones that don’t necessarily need to be done on a specific date or a specific time, but are scheduled so you can remember to touch base with someone on the phone or by dropping them an email.

First, schedule a “Next Action” via Schedule > Next Action. In the reference line use “FUP if Not Heard From” (adding that as a drop down makes this quicker). In the date field, schedule it out for however many days, weeks, or months makes sense and put an ‘A’, ‘B’, ‘C’, etc. in the Time field which makes it a Priority.

After scheduling, these activities will be displayed in the ‘Untimed Activities’ section of the calendar.

These will tend to be your lower priority activities, as they don’t necessarily have to be done on a particular day. To make sure they transfer over from week to week and don’t get forgotten you need to check your preferences. Under Tools > Options, on the Calendar tab you’ll see an
Auto-Roll-overs Section.

Check Next Actions so if you don’t get to a particular follow-up it’ll simply roll-over and remain on your calendar until you complete it.

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