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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...

What Is an Appointment? Appointments are used to schedule meetings, events, and other planned activities with leads. They help realtors organize their schedule, keep track of upcoming engagements, and receive reminders for important meetings and events. Appoin...

What Is the Calendar? The Calendar provides a centralized view of all scheduled tasks and appointments. It allows you to create, view, and manage tasks and appointments based on their scheduled date and time. Calendar Views Navigate to Calendar. The Calendar ...

What Is the Timeline Page? The Timeline page provides a centralized view of all activities, communications, and interactions associated with a specific lead. It allows you to review lead engagement history and quickly perform common actions without leaving the...

What Is the Lead Profile? The Lead Profile page provides a centralized view of all information associated with a specific lead. It allows you to manage lead details, monitor alerts, action plans, task and appointments organize files The Lead Profile helps you ...

What Are Notes? Notes allow you to record important information, reminders, and updates associated with a lead. They help you maintain a history of conversations, follow-up details, and other relevant information that can be referenced later. Notes are stored ...