SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Reporting: Tasks

Task reports have to do with all things Tasks.  Print out a simple one liner report that list all tasks that you need to do, or a detailed version that you can bring with you on a house call and take notes on.

Reports

 

About The Reports

Tasks – One Liner

Parameter Prompts:  Task Item

Grouped by:  Date Scheduled, Task Item

Description:  This report shows all the tasks, in a one liner type style, for the selected Task Item ordered by the date they are scheduled for.  For the parameter prompt, you can select All or an individual Task Item.

Fields Shown:

  • Task Item
  • Owner Name,
  • Property Address
  • Property City
  • Phone Number
  • Small Space for notes

This report is great to just print out on a daily basis and take it with you.  Use it as a check sheet so you don’t have to keep logging back into your computer.

 

Tasks – Detailed

Parameter Prompts:  Task Item

Grouped by:  Date Scheduled, Task Item

Description:  This report shows all the details for tasks, one per page, for the selected Task Item ordered by the date they are scheduled for.  For the parameter prompt, you can select All or an individual Task Item.

Fields Shown:

  • Task Item
  • Owner Name
  • Property Address
  • Property City
  • Phone Number
  • Large Space for notes
  • Date Scheduled
  • All Contact Information
  • All Lead Notes
  • All Task Notes

This report is great to just print out for when you are visiting a bunch of houses so you can take it with you.  Use it to quickly reference information about a lead and also to take down notes about the house.

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