Users of the Agent CRM can create tasks to help manage their workload and to associate tasks to specific leads. This feature is only available for the Agent CRM product.

Basics of To Do

The To Do List feature of the Agent CRM can be used to create tasks and to-do items related to your leads and your business. Tasks can be marked as completed by checking the checkbox next to the task. Completed tasks then disappear from the default page, but can be displayed again by using the button in the upper right to change the filters. A specific lead can be associated with a task, either by adding the lead to the task from the To Do page, or adding the task from the lead record page. A link to their lead record page then appears on the task block. You can see a list of all tasks associated with a single lead by looking at their lead profile page. 

Overdue Tasks

When a task is overdue, the due date on the task block will turn red and the task will appear at the top of the to do list. Overdue tasks always appear at the top of the to do list under Due Today section. Tasks that are due today but not yet overdue appear just under the Overdue tasks.

Add Tasks

To add a new task, click the Add New button and enter the details in the pop up window then click Save.

Filtering the Task List

Click the Filter button to easily sort your tasks and view only the items you need.