Collect & Track

Collect and Track

    • Open the TeamLinkt App & Find the Connect Tab
    • Click on ‘Collect & Track’
    • Click on the ‘+’ to Create a Checklist
    • Enter in the name of the checklist, who it is assigned to, the type of checklist, amount owed (if collecting fees), due date and any additional instructions needed.
    • Click ‘Add’.
    • Once you click Add, each member of your team will get an email and a push notification alerting them of the new checklist.

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