Activity and Chatter Box
Activity and Chatter Box
Activity and Chatter Box
Assign tasks, create calendar events, log notes or phone calls, and send emails from the Activity box, leaving a nice long history of everything that has been said and done within that prospect or case.
Need to ask your coworker a question but you don’t want to interrupt? This is where Chatter comes in.
Tag the person’s name and send the chat. They will receive a notification within CoCounselor and to their email as well.
FAQ
FAQ
Can you create a poll or ask a question using the chatter feature?
Can you create a poll or ask a question using the chatter feature?
Yes, using the chatter feature you can create a poll or ask questions to your coworkers.
Can you schedule an event using the activity feature?
Can you schedule an event using the activity feature?
Yes, you can schedule events such as meetings using the activity feature.