The steps below outline how to generate a list of Applicants that have been sent out a match, but now need to be followed up.
- Click Applicants on the main homebar
- In the dropdown, click Advanced Search
- Scroll down to the Mailout Options section. Alongside Match Follow Up, select Follow Up Required
- Click Search
- This will generate a list of all Applicant records who have matches pending a follow up. Click on an applicant record to to view it and click the Matches tab. Here you will see which matches require a follow up