To-Do Items vs. To-Do Plans | TIO

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PRM Basics

PRM Basics

Navigating the PRM (8:43)
How to Add a New Contact (4:38)
Categories (8:02)
Sources (2:40)
Flags (2:00)
Notes (4:13)
Understanding the To-Do List (5:08)
To-Do Items vs. To-Do Plans (4:00)
Understanding the Preset To-Do Plans (15:14)
Editing To-Do Plan Email Templates (4:16)
Audit Contacts Using Basic Search (2:07)

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To-Do Items vs. To-Do Plans

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