Close Batch of Outstanding Tracker Follow-Ups

The step-by-step directions below explain how to close a batch of outstanding tracker follow-ups in CU*BASE GOLD.

1. Launch Tool #1035 Reassign or Close Tracker Follow-ups.

2. For the Task to perform field, select Mark a batch of outstanding follow-ups as completed.

3. Select the Tracker type, Memo type, Follow-up employee ID, Cross sales need group, and Task #.

4. To view/save a list of trackers closed, you may check the box for Print list of follow-ups reassigned or trackers closed.

5. Use Enter.

6. Select Accept Update.

Learn More

	Sales Tracker Booklet
	The Member Tracker System: An Overview