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...
Thu, Jan 31, 2019 at 1:38 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, Apr 30, 2019 at 9:17 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...
Thu, Jan 31, 2019 at 1:39 PM
You have several options to mark off your completed tasks: In the daily email, click on "DONE" in the email body You ca...
Thu, Jan 31, 2019 at 1:40 PM
You can create a customized workflow by using the FieldNotes Action Plan feature. Please see "Functionality/Features -> Action Plans" for addit...
Tue, Apr 30, 2019 at 8:49 PM