SI Lead Manager v7

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Tasks – How to Delete a Task

Version of SILM 7.0 and higher About This video shows how to delete a Task How To Video … [Read more...]

Tasks – How to Filter the Tasks in the Grid

Version of SILM 7.0 and higher About This video shows how to filter what is viewed in the Task's Grid more... The filter options you have should allow you to view your Tasks in any way you see fit. There currently is no option for setting … [Read more...]

Tasks – How to Mark a Task as Complete

Version of SILM 7.0 and higher About This video shows how to mark a Task as Completed more… It is recommended to keep up with marking your tasks as Completed once you have done them.  This way they will be removed from the list and you will … [Read more...]

Tasks – How to Change a Task’s Status

Version of SILM 7.0 and higher About This video shows how to change the status of a Task more... It is recommended to keep up with marking your tasks as Completed once you have done them.  This way they will be removed from the list and you … [Read more...]

Tasks – How to Create a New Task

Version of SILM 7.0 and higher About This video shows how to create a new Task more... Tasks are a good way to create a to do list from making phone calls to visiting properties and making offers.  The tasks system is a basic system that … [Read more...]

Tasks – How to Cancel a Task

Version of SILM 7.0 and higher About This video shows how to cancel a task more... You will want to cancel a task if you deem it no longer necessary to complete.  Cancelling it instead of deleting it will help you keep a log for future … [Read more...]

Dashboard – Overview

Version of SILM 7.0 and higher About This video shows a general overview of the Dashboard Tab more... The purpose of the dashboard is to show you the information you most need on a quick glance.  There are 3 main functions of the … [Read more...]

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 Tasks - One Liner Tasks - … [Read more...]

Task Calendar

The Calendar is just another way to view all of your scheduled tasks.  The great part about the calendar view is that you can see all the way down to the hour but also expand the view and see a complete monthly calendar. The Calendar view's … [Read more...]

Create New Task

You can create a new task in 3 ways while within SI Lead Manager Step #1:  Click Create New Task... Option #1:  See Creating Task Using Leads Manager Option #2:  Create Task From Tasks Menu Under Tasks menu item click Create New … [Read more...]

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