To-Do Lists and Plans

To-Dos and reminders make it easy to follow up with customers.
To-Do lists are simple single actions added directly in the contact card.
To-Do Plans are a set of To-Dos that can be scheduled over time.

To-Do List

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Navigate to The Contact Card
- Select the Contact link in the navigation bar or...
- Select a letter on the left to filter by last name.
- Choose the contact the to which the to-do list will be added.
- Select the To Do tab.
- Select Add To-Do button to add a single item.
- See tutorial below for Add To-Do Plan.
Add the appropriate information
- Set the date.
- Set priority.
- Details.
- Categorize the To-Do.
  - No category.
  - Email.
  - Letter.
  - Phone call.
- Save
Review the list

Review the To-Do in the list.

To-Do Plans

This is a convenient reminder tool that can be designed to fit a follow-up process.

Schedule a series of To-Do's to automatically be added to a contact card.
Once a To-Do Plan has been created, it can easily be added to any contact.
Steps can be scheduled out for days, weeks, months, and years.

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Navigate to To-Do Plans
- Select the Gear Icon located in top navigation bar.
- Select To-Do list in left column.
- Select an existing To-Do Plan to edit or...
- Copy an existing To-Do Plan or...
- Select New To-Do Plan button.
Add steps

Select the Add a Step button.
Fill out the necessary information.
- Schedule the step.
- Add a category if appropriate
  - Email
  - Letter
  - Phone Call
- Save
Save To-Do Plan and Review

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To-Do Lists and Plans

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