When an appointment is scheduled, tracks for that lead are cancelled if:

♦ There is no type defined for the track (lead/member/etc) This means that when an appointment is scheduled, all other non-lead-or-member-specific tracks will be canceled. In this case, the only tracks that you have that are non-lead-or-member-specific is the General Long-Term Communications track, however - this track will NOT cancel due to it having [...]

By |2019-04-11T17:50:07+00:00November 15th, 2018|, , |Comments Off on When an appointment is scheduled, tracks for that lead are cancelled if:

How do I add new tracks?

From your VFP Data Box dashboard, click the Tracks icon: Click the "Create New Track" button: Fill out the highly customizable form to create your new track, including action items and scripting! *Tracks permissions must be enabled after a Tracks Training session.

By |2019-04-11T17:53:49+00:00March 3rd, 2017|, |Comments Off on How do I add new tracks?
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