Managing Your Follow Ups

Why should I use Sparky to Capture my Follow-up Activities and Appointments?
You should always use Sparky to capture any relevant piece of information about your client. This includes follow-up activities or meetings because, with Sp...
Thu, Jan 31, 2019 at 1:38 PM
Can Sparky Manage my Recurring Events?
Yes, Sparky can create recurring events like weekly or monthly meetings up to 12 times.  Example: “Sparky, remind me weekly on Mondays at 9am to have coffee...
Thu, Jan 31, 2019 at 1:39 PM
If my Meetings Change can Sparky move Events on my Calendar?
Yes he can. Using text or email, simply let Sparky know that your calendar event has moved for that specific contact. He will update your calendar immediate...
Thu, Jan 31, 2019 at 1:39 PM
How do I Remove a Completed Task or Event from the List?
You have several options to mark off your completed tasks: In the daily email, click on "DONE" in the email body              You ca...
Thu, Jan 31, 2019 at 1:40 PM
How do I Setup a Workflow?
You can create a customized workflow by using the FieldNotes Action Plan feature. Please see "Functionality/Features -> Action Plans" for addit...
Thu, Jan 31, 2019 at 1:41 PM