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"Events" Tab

Written by Kayla Bergenske

To get to a customers/prospects Account you will use the search bar on the top of your screen.

You can search by entering the First Name, Last Name, or the Last 4 Digits of the customers Phone Number.
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Once in the customers accounts you will see 13 Navigation Tabs. Select the one that says "Events".
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You can keep track of the Event Notes that are left in the Customer/Prospects Account from this Tab.
You also have the option to add New Event Notes using the green "Create Event" button in the top right hand side of your screen.
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