FieldNotes Ai

Overview 6

• Introducing the Dashboard
• Navigation Ease - Breadcrumbs
• Texting with Your Smart Number (A Premium Add-On)
• Importing Contacts with Fieldnotes Basics
• Manage Contacts with FN Basics - Functionality

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Manage Contacts 12

• How to Manage Contacts
• How to Organize Contacts - Best Practices with Fieldnotes Basics
• TouchPoints - Contact Management Reminders with Fieldnotes Basics
• Contact Overview
• Saving Contacts as Report

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Mass Action 4

• Mass Edit on Contacts
• Mass Action | Group SMS / Emails (A Premium Add -On)
• Mass Action | Triggering an Action Plan on Contacts (A Premium Add-On)
• Other Mass Actions

Action Plans 13

• Auto Pause (for SMS)
• How can Action Plans help me? Automate your follow-ups - Overview
• Setting up Action Plans
• Action Plan Folder System
• Creating your own Action Plan

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Reports 2

• Reports - Tracking Activity
• Email Tracking

Teams 5

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

Nurturing Leads/Contacts 2

• Mailing Labels
• Home Searches & Listings