Optimize Your To-Do List with Our All-New Enhancement to Referral Maker CRM!

Make Your To-Do List smarter with our all-new enhancements

Make Your To-Do List smarter with our all-new enhancements

We’re not finished making enhancements to Referral Maker® CRM—a new week means all-new enhancements! We’ve listened to your suggestions, and our development team has been working hard to put them into action.

What’s new this week?
It’s all about your To-Dos. We’ve enhanced your to-do list so you can be even more productive!

ToDos-01

 To-Do Reminders will show the contact name associated with the activity, attendee name if applicable, as well as the location details and any notes about the activity.
• To-Do Entries now allow you to specify a time preference, allowing you to plan your day even more.
• Improved To-Do Functionality. Now, you can mark a to-do completed while simultaneously tracking the given activity type, such as the calls made or Pop-Bys delivered.
• Even more Filter options! We’ve added more filter options to your to-do list so you can see your campaign to-dos, show all your to-dos, show what’s due today and show your past due activities.

Let Referral Maker CRM help you become even more productive. If you’re not using Referral Maker, what are you waiting for? Visit ReferralMaker.com to learn more!

 

 

 

 

 

One thought on “Optimize Your To-Do List with Our All-New Enhancement to Referral Maker CRM!

  1. reina bauer

    would be great if this app would let us capture a call after i comes in with a pop up option that asks us to save the contact to the app.

    Reply

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