Generate a list of applicants to follow up from a match

Chris Horroll
Chris Horroll
  • Updated

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.

  1. Click Applicants on the main homebar
  2. In the dropdown, click Advanced Search
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  3. Scroll down to the Mailout Options section. Alongside Match Follow Up, select Follow Up Required
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  4. Click Search
  5. 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
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