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.
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.