Using your BankProspector Contact Reminders just got a lot easier!
As you start prospecting, you’ll save notes along with each attempt to contact any particular bank. We have just added a language parser which will automatically add contact reminders based on your notes! Give it a try!
A pop-up will confirm the date for the reminder, click Okay. The note will be added to your bank contact with today’s date (for your historical records).
To view your Contact Reminders, go to your Dashboard. Anything due today or past due will show up by default. You have the option to view anything scheduled for the next 7 or 30 days.
Give it a try– make notes like “Call next tomorrow” or “Send email in 2 months”. Be sure to check your dashboard frequently to make sure you are following up when you promise you will!
Your feedback is always welcome!