FieldNotes Ai
Welcome
Login
Sign up
Home
Solutions
Enter your search term here...
Search
New support ticket
Check ticket status
Contact us @ 425.577.7833
Solution home
Functionality and Features
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
Help Desk Software
by Freshdesk Support Desk