Follow Ups Video

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    Is there a way to do a bulk follow-up? If I want to assign one person to follow-up on multiple individuals, is there a way to do this all at once instead of entering each person individually?

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    Hey there!

    While you can create multiple follow up for one person, you can't create a follow up for multiple individuals at once.

    Breeze sends out individual emails for each person who receives a follow up giving the information of those who need to be followed up with.  We thought about all the best ways to work through assigning follow ups and for now requiring follow ups to be done individually made the most sense. We hope that makes sense!

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