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Activity Tracker - Checklist

Contact Management

Activity Tracker - Checklist

The Checklist option displays all checklist activity in the CRM.

Last updated on 31 Dec, 2023



  • Go to Contacts > Contact List

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  • On the Contact List page select the desired contact.

  • Access the "Activity" tab from the left-hand Menu on your Contact Summary page.

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  • Filter by "Checklist"

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  • Scrolling down you will be able to see the checklist notes/reports. 

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