Set Default Follow Up Days for Opportunities, Jobs, Quotes, and Lend Items Kim Kininmonth July 27, 2023 Jobs, Lend Items, Opportunities, Quotes, Video 0 The default setting for “Follow-up Date” was set to 7 days in the past. You now have the option of setting them individually and to the number of days that work best for your organization. Previous Post User Custom Feature - Email: Send follow up reminders for opportunities until they are updated Next Post How to Set Up "Auto Match & Reconcile" Criteria for Each Manufacturer Related Posts PBI First Time Opening PBI Template January 31, 2024 PBI How to Disable a Problem Table in PBI December 20, 2023 Activity Journals How to Change the Lunch & Learn Tracker to a Different Manufacturer November 3, 2023 Leave a Reply Cancel ReplyYou must be logged in to post a comment.