Version of SILM
7.0 and higher
This video shows how to create a new Task
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 simple and is designed to be easy to use and straight forward.
Each task requires you to enter in the following information…
Task Type – You set this based on what type of task you are performing. You can choose from one of the following…
- Send Mail
- Follow up
- Make Offer
- Call Buyer
- Comp Property
- See Property
- Task (Use if Task is not listed. Use description to describe the task)
Date – The schedule date that the task should be performed
Status – The current state of the task. Possible values include…
Assigned To – If you have multiple users in the system, you can select who the task should be completed by.
Description (optional) – Area where you can enter in further details about this task. Use this field to describe a task that is not listed in the “Type” drop down and you had to select the General “Task” type.
Property Lead (optional)- Select the specific lead that this task is for. If you are to make a phone call, select the Property lead you will be making a phone call to. The Contact field will then be filled with the Contacts for the Property Lead
Contact (optional) – Once a property lead is selected, you can then select from the list of contacts to call for that property lead