I also work on a small team. I don't care who stays in touch with a client, just that someone from the team is reaching out on a regular basis. Would be great to be able to set the "Stay In Touch" reminders as either for me, the team as a whole or both.
I also work on a small team. I don't care who stays in touch with a client, just that someone from the team is reaching out on a regular basis. Would be great to be able to set the "Stay In Touch" reminders as either for me, the team as a whole or both.