FieldNotes Ai

Overview 6

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

View all 6

Manage Contacts 14

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

View all 14

Action Plans 13

• 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

View all 13

Mass Action 3

• Mass Action | Group SMS / Emails
• Mass Action | Triggering an Action Plan on Contacts
• Other Mass Actions

Reports 2

• Reports - Tracking Activity
• Email Tracking

Teams 5

• Teams - Working together in a team environment
• Round Robin VS Broadcast Setup
• Dynamic Leads Assignment
• Managing Teams - Admin VS Team Lead VS Member views
• Lead Notifications

Nurturing Leads/Contacts 2

• Mailing Labels
• Home Searches & Listings