SI Lead Manager v7

Schedule Mailings in Seconds!I Want SI Lead Manager v7

Tasks – How to Filter the Tasks in the Grid

Version of SILM

7.0 and higher


This video shows how to filter what is viewed in the Task’s Grid


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

How To Video

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