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)
Task Types (select any combination of these items)
- Send Mail
- Follow up
- Make Offer
- Call Buyer
- Comp Property
- See Property