Action Notes & Work Queues
Make sure no one slips through the cracks with action notes and Work Queues.
Fully automated, action notes and work queues will prompt your team to act – to make a phone call, send a letter, or offer a personal thank you. Action Notes keep your database informed and up to date with both online and offline interactions with every contact.
Each of your forms can set as ‘actionable’, and can be controlled through a single view of each Contact’s Profile, or a collective Work Queue View.