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33
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36
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11
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20
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Open Smart Tools SettingsEngagement
Last touch: Note added · Jun 10
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: 2026-06-09
Next Action
TESTING ORG WORK CENTER TASK EDITING CHECK
Details
Next Action
TESTING ORG WORK CENTER TASK EDITING CHECK
Due: 2026-06-09
TESTING EDIT
Last touch: Note added · Jun 10, 6:30 PM
Notes
TESTING IF THIS COMES ONTO ORG Page
2
Notes
TESTING IF THIS COMES ONTO ORG Page
TESTING IF THIS COMES ONTO ORG Page
6/10/2026
NOTE TEST SECTION EDITING TEST
6/9/2026
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Call tomorrow
Details
Next Action
Call tomorrow
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Call this week
Details
Next Action
Call this week
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Confirm lead connection
Details
Next Action
Confirm lead connection
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: Task created · Jun 15
Call result: Left Voicemail
Calls 3 · Texts 0 · Emails 0
Next follow-up: 2026-06-09
Next Action
TESTING IF EDIT TASK WORKS
Details
Next Action
TESTING IF EDIT TASK WORKS
Due: 2026-06-09
TESTING TITLE CHANGE
Last touch: Task created · Jun 15, 10:07 PM
Notes
TESTING THE NOTE SECTION EDITING
2
Notes
TESTING THE NOTE SECTION EDITING
TESTING THE NOTE SECTION EDITING
6/8/2026
TESTING THE NOTE SECTION
6/8/2026
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Send intro email
Details
Next Action
Send intro email
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: Email sent · Jun 11
Call result: None
Calls 0 · Texts 0 · Emails 3
Next follow-up: 2026-06-08
Next Action
TESTING IF NOTE IS EDITABLE
Details
Next Action
TESTING IF NOTE IS EDITABLE
Due: 2026-06-08
TEST
Last touch: Email sent · Jun 11, 7:21 PM
Notes
CREATING A NOTE, THEN I'LL TRY TO EDIT - check 2
1
Notes
CREATING A NOTE, THEN I'LL TRY TO EDIT - check 2
CREATING A NOTE, THEN I'LL TRY TO EDIT - check 2
6/8/2026
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Move this lead through the pipeline stages.
Details
Next Action
Move this lead through the pipeline stages.
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: Email sent · Jun 11
Call result: None
Calls 0 · Texts 0 · Emails 3
Next follow-up: 2026-06-03
Next Action
Follow up: No answer
Details
Next Action
Follow up: No answer
Due: 2026-06-03
TEST
Last touch: Email sent · Jun 11, 1:15 AM
Notes
TEST NOTE 2
2
Notes
TEST NOTE 2
TEST NOTE 2
6/4/2026
TEST NOTE
6/4/2026
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.
Engagement
Last touch: No activity yet
Call result: None
Calls 0 · Texts 0 · Emails 0
Next follow-up: Not set
Next Action
Add the next follow-up step
Details
Next Action
Add the next follow-up step
Due: No due date set
Last touch: No activity logged yet
Notes
No notes yet
0
Notes
No notes yet
No notes added yet.