I was wondering if anyone had a listing of "Action Types" and "Statuses" used with the various Action Categories they would be willing to share. Ours are redundant and repetitive of the action category.

We have started to use actions to plan for an upcoming campaign. I am wondering where others have entered notes concerning the action (email, coffee, lunch, sending a personal note)? Do you enter the note in the note section of the action, under the Notes tab, or both? We are struggling with making a...

Glad to have you on board, Patty! Regarding policies and procedures manuals, there are several client documents on the forums that you can access by clicking the Client Document tag from the Popular Tags menu (right-side of the forums page). Within the Client Documents section, you can search on "procedures"...

We are starting to implement a calculated moves management strategy at our college and want to track this well in RE. We do have the prospect module. Would anyone be willing to share strategic policies/procedures regarding tracking moves management with actions and the prospect tab? I am looking for...