Segments
Add and adjust relationship types. For example: clients, partners, buyers, sellers.
- 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 customize my Project, Property or Deal settings?
- What are Custom Projects (or Deals)?
- How do I turn off or adjust Keep in Touch reminders for contacts assigned to other team members?
- How do I create a segment with no stages?
- How do I add Milestones to my Next Steps?
- How do I set up reminders for next steps?
- How do I edit a template attached to a Next Step?