People and Companies
Customize Segment labels, Keep in Touch schedules, Next Steps and other settings.
- How do I track next steps with my relationships?
- How do I customize my relationship types?
- How do I adjust my keep in touch settings for each relationship type?
- How do I turn off or adjust Keep in Touch reminders for contacts assigned to other team members?
- How do I set my Primary Relationship Type?
- How do I set up reminders for next steps?
- How do I edit a template attached to a Next Step?