Managing Your Follow Ups
You should always use Sparky to capture any relevant piece of information about your client. This includes follow-up activities or meetings because, with Sp...
Tue, May 25, 2021 at 12:28 PM
Yes, Sparky can create recurring events like weekly or monthly meetings up to 12 times. Example: “Sparky, remind me weekly on Mondays at 9am to have coffee...
Tue, May 25, 2021 at 12:54 PM
Yes he can. Using text or email, simply let Sparky know that your calendar event has moved for that specific contact. He will update your calendar immediate...
Tue, May 25, 2021 at 12:54 PM
You have several options to mark off your completed tasks: In the daily email, click on "DONE" in the email body You ca...
Tue, May 25, 2021 at 12:58 PM
You can create a customized workflow by using the Fieldnotes Action Plan feature. Please see "Functionality/Features -> Action Plans" for addit...
Tue, May 25, 2021 at 12:59 PM