Enter A Comment as You Complete a Task

The latest round of updates also streamlined the commenting process. Now, as you complete a task, you have the option of immediately entering a comment – all from the completion box. This replaces the previous method of completing the task and then having to click to open the comment box.

Entering a comment is not required upon completion of a task, but is extremely valuable in providing complete history records of lead contact. For example, you complete a scheduled follow up call, and in the comments box you enter a synopsis of your call so that the important points are there for you when you make your next contact with that person.

Comments are closed.


Whatever you need, we're always here to help. You can contact us by calling


or by clicking on any option below.