Collect & 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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