Tasks Due

Current Tasks Due shows you what tasks are due over the next 48 hours.  

Note: that the tasks on the table include:standard tasks and those associated with Property Plans, Automated Contact List Reminders, and Agent Tasks from Auto Response Campaigns

 

1- To see what contact the task belongs to, click on the blue person icon.

2- To complete a task, click the red check mark next to the due date.    

                 

3- To edit a task click the green pen icon next to the due date.

  • A window will appear with the changes you can make
  • Once you enter the updated info select "Update Task"

 

4- To add a new task click "Add Task"

  • A window will appear with the information you can enter
  • Once you enter the updated info select "Save New Task"
  • Note: when adding a task on the table, these tasks are just standard tasks

 

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.