How To: Create an Action Item
Jills Office
14 steps
56 seconds
Jillsoffice
1
Navigate to [https://app.jillsoffice.com/](https://app.jillsoffice.com/)
2
Click "Call someone for me"
3
Search for previous customers already in the system so duplicate contacts are not created
4
Select the customer
5
Type your message
6
Click "Send to Jill"
7
OR if you need to add a new customer...
8
Click "+ New Customer"
9
Add their contact information
10
Type your message
11
Click "Send to Jill"
12
Another way to create an action item...
13
Click "Action Items"
14
Click "New Action Item" and repeat steps 3 - 11
How To: Create an Action Item
Jills Office
14 steps
56 seconds
Jillsoffice
1
Navigate to [https://app.jillsoffice.com/](https://app.jillsoffice.com/)
2
Click "Call someone for me"
3
Search for previous customers already in the system so duplicate contacts are not created
4
Select the customer
5
Type your message
6
Click "Send to Jill"
7
OR if you need to add a new customer...
8
Click "+ New Customer"
9
Add their contact information
10
Type your message
11
Click "Send to Jill"
12
Another way to create an action item...
13
Click "Action Items"
14
Click "New Action Item" and repeat steps 3 - 11
