I use tasks extensively; I have a 2-year follow-up call program tied to each purchase. It would be extremely helpful if my client's name was on the task reminder emails. I do enough business that I don't always remember who purchased which home.
At this time, I have to log in, go to archive & search who the client is.
Created By Julie Colin
RequesterI use tasks extensively; I have a 2-year follow-up call program tied to each purchase. It would be extremely helpful if my client's name was on the task reminder emails. I do enough business that I don't always remember who purchased which home.
At this time, I have to log in, go to archive & search who the client is.
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