Features
- How to do a Check-in if a visit hasn't been scheduled on the Calendar
- How to do a Check-in if a visit has been scheduled on the Calendar
- Integration with Mailchimp
- Activities
- Opportunities
- Calendar
- Accounts
- Fast Check-in
- Merge accounts
- Import data
- Documents (Web)
- Customizing fields (professional/ small team)
- Creating accounts
- Creating contacts
- Changing or deleting contacts
- Creating events
- Adding activities