I am using the checklist tab to enter training tracks. I have created queries for the different training reports we need: completed training, training due, etc. I also need to be able to show the hours associated with each particular class. I can enter this in the comments area in the checklist section...

Say for example, in Checklist you have 'Follow-up Call,' and your rule is 3 calls and they move to Fall Out (no response from attempted contacts)... How could you automate this? Is anyone using this software this way? Would you be willing to share?

We are using EE7 (Admissions) in a rather unique way - as a marketing funnel. Each of our admissions people track the status of applicants by viewing Pendings in Dashboard. I've been told that Actions are amazing for automating and making our process more efficient, but have yet to prove that. Anyone...