FieldNotes Ai

Transaction Management 3

• What is a Transaction Pipeline?
• Sparky the Transaction Coordinator
• Creating & Deleting Transactions

Managing Your Follow Ups 5

• Why should I use Sparky to Capture my Follow-up Activities and Appointments?
• Can Sparky Manage my Recurring Events?
• If my Meetings Change can Sparky move Events on my Calendar?
• How do I Remove a Completed Task or Event from the List?
• How do I Setup a Workflow?