Product Notes

To-Do Filters and Saved Segments 2/22/16

Do More With To-Dos! Never miss another follow up.  On 2/22/16 our CRM team released some new features to help you stay on top of your current, past, and upcoming To-Do’s! First you’ll notice a new saved segment called “Today’s To-do’s:Calls”.  This segment is a new default that pulls up…

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