Microsoft Teams Integration
What if my Activity Journals for a particular product line could publish into a Microsoft Teams channel so that my reps can action those activities o...
Tutorial – How to Create a Living Report
Click below to watch “What is a living report and why would I create one?”
You can create a “live” report in Excel that pulls your Opp...
How to Print Activity Journals
You can print an Activity Journal list to view all of the activity within a specific company. Click below to view step-by-step tutorial.
How to Create Activity Journal (Online/Mobile/Sync+)
How to Make Call Notes & Reminders Using Activity Journal
Activity Journal entries allow you to keep track of what activity has taken place wi...