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Track and follow-up as a team
Track and follow-up as a team
Setup reminders, followup, and send messages
6 articles in this collection
Written by
Simo Lemhandez
and
Julie Abecassis
Reminders
Set reminders on your contacts
Activation and followup
Written by
Simo Lemhandez
Updated over a week ago
Frequent reminders & best practices
How to create personal or collaborative reminders on your folk.
Written by
Simo Lemhandez
Updated over a week ago
Interactions
Track interactions (emails & calendar events)
Always stay in context
Written by
Julie Abecassis
Updated over a week ago
Share interactions with your team
Written by
Simo Lemhandez
Updated over a week ago
Pipelines
Create custom pipeline views
Kanban view
Written by
Julie Abecassis
Updated over a week ago
Comments
Adding comments
Add notes after your meetings, calls and for follow-ups; tag and reply to your teammates, and much more.
Written by
Julie Abecassis
Updated over a week ago