Profile: Action Items tab
- From the sidebar navigation, click
Contacts, then Contact List. - Double-click on the desired contact, or select the checkbox to the left of the contact, then click
to open the profile. - Select the
Action Items tab to open, then when finished, click
to close.
Action Items
- (1)
: Click to create a new single or repeating action item. - (2) Date: Date of the action item
- (3) Follow-up: The action item type which allows you to group them
- (4) Description: The description of the action item
- (5)
: Click to delete the action item