13. Follow-Up Steps to Complete

Continue to update the following after each touch base following the Initial Consultation:

• Continue to update the Projected Sale Date after each follow-up tou

• Continue to update the Opportunity sub-status

• Continue to upload any revised designs

• Continue to document all interactions, after the Initial Consultation using “Log a Call” feature. (For info on how to use the “Log a Call” feature, see article 1??)