Just imported a Target List with data from a trade show.

Question

How can I manage my follow up calls and add notes?

ABRIL PEREZ · Accepted Answer

Hello Abril, I would like to first show you our documentation on Target Lists seen here . Most likely you imported the records as Targets . I would recommend reviewing the documentation on Targets but essentially you can go down to the Notes or Calls subpanels and click the "+" to add records. You can then save the Call or Note records and set up reminder tasks to update them. Hope this helps you in getting started. Kind Regards, Jason Smith