What is a Task? How to Manage Tasks in the CRM?
What Is a Task?
Tasks are used to schedule reminders for activities that need to be completed by the realtor.
Tasks help you keep track of important follow-ups and lead-related activities such as phone calls, emails, open houses, thank-you messages, and other reminders.
Tasks can be created from a lead profile or directly from the Calendar.
Create a Task from a Lead Profile
Navigate to CRM.
Open the desired lead profile.
Click Add.
Select Add Task.
The Add Task window will appear.
Enter the task title.
Select the task type.
Available task types may include:
Follow Up
Call
Open House
Thank You
Other available task types
Select the task date.
Select the task time.
Set a Reminder
You can configure a reminder for the task.
Examples include:
10 minutes before
30 minutes before
1 day before
1 week before
Other available reminder options
The reminder will be triggered relative to the scheduled task date and time.
Repeat the Task
If the task should occur repeatedly, enable Repeat Event.
Configure the desired repeat settings.
Click Save.
The task will be created successfully.
Create a Task from the Calendar
Navigate to Calendar.
The Calendar displays scheduled tasks and appointments.
Click Add Task.
The Add Task window will appear.
Enter the task title.
Select the task type.
Select the task date.
Select the task time.
Set a Reminder
Configure the desired reminder time before the task occurs.
Repeat the Task
Enable Repeat Event if the task should recur automatically.
Click Save.
The task will be created successfully.
You have successfully learned how to create and manage tasks in AgentRoof CRM.