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Action Items in Coaching

In the Coaching tab, you can now add Action Items independent of Coaching Notes.

Simply go to Coaching, and select the Action Items section.

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You can then see all Action Items by date or salesperson.

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To add a new Action Item, select the salesperson and you will be able to select "create an action item."

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Then add your item and save! 

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Your Action Item will now appear in the list of Action Items!
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