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Calendar & Tasks

  1. Customize Company Scripts to Contact Information Guide :)

    I think this is FIELDS and TASK!!!It would be so nice to be able to add a NEW CONTACT the way we answer the phone :) Certain Company questions asked to HO, so we don't have a ton of notes.. Also to show full information on the APP under description.. Due to all the description notes not showing up, we have to enter in the description under Add Note, then tag the Rep to let them know the description info.. which sends out 3 E-mails for 1 lead.. 1st-saying they have been assigned.. 2nd-they have a task (initial Lead) 3rd-…

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Calendar & Tasks


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