Support Menu
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 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
-
![]()
-
- Set the date.
- Set priority.
- Details.
- Categorize the To-Do.
- No category.
- Email.
- Letter.
- Phone call.
- Save
![]()
-
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.
-
- 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.
![]()
-
Select the Add a Step button.
![]()
-
Fill out the necessary information.
- Schedule the step.
- Add a category if appropriate
- Letter
- Phone Call
- Save
![]()
-
![]()
