How To: Create an Action Item

    • Jills Office |
    • 0 step |
    • 56 seconds
    Navigate to [https://app.jillsoffice.com/](https://app.jillsoffice.com/)
    Click "Call someone for me"
    Search for previous customers already in the system so duplicate contacts are not created
    Select the customer
    Type your message
    Click "Send to Jill"
    OR if you need to add a new customer...
    Click "+ New Customer"
    Add their contact information
    Type your message
    Click "Send to Jill"
    Another way to create an action item...
    Click "Action Items"
    Click "New Action Item" and repeat steps 3 - 11
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