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Posted October 15, 2021

Creating Ask - Individual

1. Navigate to Development > Asks and click New. Note: You can also create an individual Ask by going to the Development > Contacts screen and clicking the “New” link under the Ask column.
2. Enter Ask Information.
3. Click Save.
4. Assign Ask Actions to the Ask if you want to track information related to the ask such as phone calls, emails, or notes.

Note: To record an Ask Result, follow the steps of Recording Ask Result.
Note: To create an Ask for multiple records, follow the steps of Creating Ask - Bulk.
Note: To create a Moves Management Track for the Ask, follow the steps of Creating Moves Management Track.