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. Select Completed.

5. Use Enter to confirm completion.

Learn More

	Sales Tracker Booklet
	The Member Tracker System: An Overview