I am super new to Wrike.
Is anyone using Wrike with their contact list? Like are your clients in there with their information. Do you have any custom fields that you've designed to do a quick select for; call back, email, follow up, set meeting, etc.?
If so, I would love to chat to see how you set it up. Perhaps you could screenshot it and blur out any confidential information. Or walk me through your set up process.
Any help or advice is greatly appreciated 😁