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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.

They help ensure important lead-related actions such as follow-ups, calls, emails, open houses, thank-you messages, and other activities are completed on time.

Tasks can be created from a lead profile or directly from the Calendar.

Create a Task from a Lead Profile

  1. Navigate to CRM.

  2. Open the desired lead profile.

  3. Click Add.

  4. Select Add Task.

The Add Task window will appear.

  1. Enter the task title.

  2. Select the task type.

Available task types may include:

  • Follow Up

  • Call

  • Email

  • Open House

  • Thank You

  • Other available task types

  1. Select the task date.

  2. 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

  • 5 weeks 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.

You can customize the repeat schedule by selecting options such as:

  • Daily
  • Weekly
  • Monthly
  • Yearly

You can customize the repeat settings and specify when the recurring task should end.

Available options include:

  • End after a specified number of occurrences

  • End on a specific date

  1. Click Save.

The task will be created successfully.

Create a Task from the Calendar

  1. Navigate to Calendar.

The Calendar displays scheduled tasks and appointments.

  1. Click Add Task.

The Add Task window will appear.

  1. Select the lead.

  2. Enter the task title.

  3. Select the task type.

  4. Select the task date.

  5. 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.

You can customize the repeat schedule by selecting options such as:

  • Daily
  • Weekly
  • Monthly
  • Yearly

You can customize the repeat settings and specify when the recurring task should end.

Available options include:

  • End after a specified number of occurrences

  • End on a specific date

  1. Click Save.

The task will be created successfully and added to the Calendar.

You have successfully learned how to create and manage tasks in AgentRoof CRM.

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