Create Follow Ups for anyone with access to Contact
in progress
Jessica Lavoy
in progress
The Syncore Team is working on this item and will update here once it is available.
Jessica Lavoy
under review
Thank you for your feedback — our team is currently reviewing this for Syncore. I’ll share more updates as soon as they’re available.
Julianne Weiner
I was just complaining about not having this already!
Jessica Lavoy
Merged in a post:
Ability for admin level users to add follow ups for reps sales assistants
M
Meaghan Laird