FieldNotes Ai
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Solution home
Functionality and Features
Overview
5
Introducing the Dashboard
Importing Contacts
Manage Contacts - Functionality
Managing Tasks & Appointments
Navigation Ease - Breadcrumbs
Manage Contacts
7
How to Manage Contacts
Saving Contacts as Report
How to Organize Contacts - Best Practices
TouchPoints - Contact Management Reminders
Merging Contacts
See all 7 articles
Action Plans
11
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
See all 11 articles
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
Help Desk Software
by Freshdesk