This guide was created with Scribe in
56 seconds.
Sign in and create your own!
How To: Create an Action Item
Jills Office
|
0 step
|
56 seconds
Jillsoffice
1
Navigate to [https://app.jillsoffice.com/](https://app.jillsoffice.com/)
2
Click "Call someone for me"
Zoom Saved
3
Search for previous customers already in the system so duplicate contacts are not created
Zoom Saved
4
Select the customer
Zoom Saved
5
Type your message
Zoom Saved
6
Click "Send to Jill"
Zoom Saved
7
OR if you need to add a new customer...
8
Click "+ New Customer"
Zoom Saved
9
Add their contact information
Zoom Saved
10
Type your message
Zoom Saved
11
Click "Send to Jill"
Zoom Saved
12
Another way to create an action item...
13
Click "Action Items"
Zoom Saved
14
Click "New Action Item" and repeat steps 3 - 11
Zoom Saved
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe