Workflow for prospects?

Q: We set up a workflow for prospects that includes calls and emails. As part of completed call, there is a checklist to update the contact record with a note about the call. Is there any easy way to enter this note before "completing" the task?

A: Yes, in the checklist area add [[Contact#Notes]] and it will prompt you in the checklist to type some notes and check that off the list before the activity will considered complete.


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    Samantha Lee

    it would be great to see examples of how to do this via a video, like a video reply, you could link to a video showing an example?

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