To access the Settings for your FIITFU account, hover over the 3 horizontal lines in the upper right hand corner of the screen and click Settings.
FIITFU is all about the follow-up. Follow-up is an important part of your business and FIITFU’s goal is to make sure you know when to follow-up so that you don’t let anyone fall through the cracks.
FIITFU comes with a set of generic default follow-ups. You can edit these follow-ups to make them align better with how you run your business. For this task, let’s change the Client related follow-ups to match what you need for your business.
Click Edit on the System Follow-ups tab to get started.
- The System Follow-ups page appears.
- Click the section heading you want.
- Click Edit for the follow-up you want to edit.
- If applicable, change the text of the follow-up.
- If applicable, change the number of days.
- Click Save when finished.
Here is a quick video to show you how to do this as well: