Mark Tracker Follow-Ups as Completed

The step-by-step directions below explain how to mark a tracker follow-up as completed in CU*BASE GOLD.

1. Launch Tool #5 Work with Member Follow-Ups.

2. Search for the trackers to close using the Assigned to Employee ID or Account fields.

3. Select the tracker(s) to close. To select multiple, use CTRL.

4. Choose the Completed option.

5. Use Enter to confirm completion.

Learn More

	Sales Tracker Booklet
	The Member Tracker System: An Overview