SI Lead Manager v7

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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

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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 a Date Range (like tasks for this week, or just for today).  Ordering by Scheduled Date should suffice.

These are your filter options…

Status Type (select one of these items)

  • All
  • Pending
  • Completed
  • Cancelled

Task Types (select any combination of these items)

  • Call
  • Send Mail
  • Follow up
  • Make Offer
  • Call Buyer
  • Comp Property
  • See Property
  • Task

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