Q's about BCM - Evaluating.

D

Davedug

1. Can you assign a drip campaigns to a single contact?
2. Can i set up a campaign task for a client - example: Today +3 Call
Client, +7 Email Client + 14 Look over client file, etc.
3. Can i create a predefined checklist to assign to clients?

Any info would help.

Thank you.
David Douglas
 

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