The bottom row of tabs in a contact record contains several options for viewing your communication history with a contact and checking on upcoming tasks.
View contact notes. Click a note to expand it, displaying the full text. To edit an expanded note, make your changes directly in the note then click Save Note. To delete a note, click the icon.
View incomplete tasks here. Click a task to expand it and see full details. Click Mark Done to complete the task and open the Wrap up pop-up, letting you add a note and schedule a new task.
View sent/received emails here (if you set up email integration). Icons indicate if the email was received by you , sent by you and opened , or sent and unopened . Click an email to expand it, displaying full email content with options to reply or forward.
Tracked text messages will appear here in an easy-to-read conversational format. Remember that only texts sent from within Top Producer® X CRM, or received to your Top Producer® number, are tracked here.
View upcoming important dates (i.e. birthdays or anniversaries) here. Click Add Date to add a new date, and select Repeat annually? for yearly occurrences. Dates within the next 8 days can be completed by clicking Mark Done, which opens the Wrap-up pop-up. Click the icon to delete a date.
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