Profile: Checklist 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
Checklist tab to open, then when finished, click
to close.
Checklist
- (1)
: Select the checkbox next to the corresponding task upon completion. The task will remain selected and row highlighted until the task has been unchecked (this allows the contact to complete the task more than once if you choose). - (2) Description: Description of the task
- (3) Date: The date the task has been completed. An entry will also be added to their Contact Log.
- (4) Rewards: If you are tracking rewards, as each task is completed, the contact will earn the specified number of points.
Additional Information:
For more information on setting up the checklist and rewards, see Setting up Checklists and Setting Up a Reward Program.