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Knowledgebase: Playbooks
How do I add a "To-Do" reminder to a playbook?
Posted by The Team at Mindmatrix on 26 May 2016 06:12 PM

To add a "To-Do" reminder to a playbook, go to the internal playbook section and then select a "contact-centric playbook" (e.i. a playbook with a green figure in the upper right-hand corner).

 

To add a reminder to a specific step, click on the step's "To-Do" button.

 

 

Finally, enter a date and then click "Save".

 

 

 

 

 

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