What should you do first when performing a follow-up in Trends?

Selecting the associate's name should be the initial step when performing a follow-up in Trends because it allows you to focus on the specific individual whose performance requires attention. By identifying the associate, you ensure that any following actions or discussions are relevant to the right person. This step is crucial in personalizing the support or feedback you provide, making the process more effective.

Once the associate is selected, you can then move on to other actions like reviewing performance metrics or determining corrective actions that are tailored specifically to that associate's situation. This structured approach helps in addressing individual performance issues systematically.