» 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

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?

Yes, you can schedule events such as meetings using the activity feature.

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