Mar 31, 2015
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To-do's are reminders that can be added to contact records.
You may use the Agenda Assistant to send emails with a list of To-Do's that are due each morning. Click here to learn more.
Once you have To-Do's, you will manage them with your To-Do List. Watch this video to learn more.
If you are using Email or Letter To-Do's, you may attach a template from the library to the To-Do so it is easier to complete the task later.