- On your homepage, find the “Follow-Up” box under Opportunities
- Click the blue number next to “Total” to be shown all names that have follow-ups in the next 30 days. This will be calculated based on the follow-up date set inside the contact.
See the CRB Training Manual for more information: p. 5
https://cssagent.com/uploads/documents/Marketing_Prospect_System_Manual_Cornerstone_v4.pdf#page=9