TAMS Follow Up | Manage Your Follow-Up Records (Step by Step Tutorial)
Автор: TAMSHQ Academy
Загружено: 2026-02-14
Просмотров: 10
Описание:
Managing follow-up records shouldn’t be stressful, and with TAMS Follow Up, it isn’t.
In this tutorial, you’ll learn how to organize, update, and track your follow-up records with clarity and structure. Whether you are monitoring first-time visitors, updating progress, or reviewing integration milestones, this guide shows you how to keep every record accurate and actionable.
What you’ll learn in this video:
• How to view and manage active follow-up records
• How to update contact progress and milestones
• How to add and organize notes clearly
• How completed contacts are stored for long-term reference
• How to maintain clean and reliable follow-up data
This tutorial is designed to help ministry teams stay organized, informed, and intentional in caring for people.
Make every connection count.
🔔 Subscribe for more tutorials on using TAMS Follow Up effectively.
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