- From your main dashboard, select “Contacts” on the top toolbar.
- Click anywhere on the contact’s information to view it in detailed view.
- You will find the Activity Tracking toolbar right below their name.
- Check the boxes when you have completed tasks, “Attempts”, “Contact”, “Product Info” or “Appt Set”.
- Checking these boxes ensures you will receive credit in a report.
Using Activity Tracking Print
Modified on: Tue, 15 Jun, 2021 at 11:47 AM
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