Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (28)
Policies (15)
Accounts (28)
Contact (59)
Client Portal (7)
Integration (34)
Pipelines (95)
Engagement (75)
Setting (25)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (2)
Dashboard (38)
FAQ (1)
Form (20)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (1)
follow up
Create Tasks
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
