If you would like to log activity for a prospect or customer, but don’t want to set a future event, all you have to do is go to that contacts card under the contacts section> look below the card> add note to previous conversation string. You can also log it traditionally and delete the future event.
Adding Reachout or Conversation without setting follow up
Options for adding a reachout or conversation without setting a follow up

Written by Jarad Garshnick
Updated over a week ago
Updated over a week ago