When a contact is assigned to a team member or reassigned to another user, the system will automatically note the change.
The system will show who made the transfer and it will time and date stamp the transfer.
To learn more about re-assigning contacts to team members, click here.
Are you tired of sending out emails that look generic and impersonal? A simple
Any 10 digit phone number will be sensed and searched across all 4 contact
We’ve added an option in the Contact List to display the Last Manual Note
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
