FieldNotes Ai

Overview 6

• Introducing the Dashboard
• Importing Contacts
• Manage Contacts - Functionality
• Managing Tasks & Appointments
• Navigation Ease - Breadcrumbs

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Manage Contacts 7

• How to Manage Contacts
• Saving Contacts as Report
• How to Organize Contacts - Best Practices
• TouchPoints - Contact Management Reminders
• Merging Contacts

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Action Plans 15

• How can Action Plans help me? Automate your follow-ups - Overview
• Setting up Action Plans
• Creating your own Action Plan
• Action Plan Library - Leveraging Templates
• Action Plan - Manual Trigger

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Reports 2

• Reports - Tracking Activity
• Email Tracking

Teams 3

• Teams - Working together in a team environment
• Managing Teams - Admin vs Team Lead vs Member views
• Round Robin - Assigning Leads

Nurturing Leads/Contacts 1

• Mailing Labels