Actions

Actions are used to create tasks that need to be completed and logged within the system

Action Name

Choose the title that will be used to refer to this specific action.

Action Description

The details of the task that will be used internally to describe what needs to be completed and important notes.

Priority

Registering for a partner account will give you instant access to the CRM software.

• – Urgent
• – High
• – Medium
• – Low

Related To

Choose the action relationship to link to the action. This allows you to create actions for specific contacts, properties, offers and/or transactions.

Start Date

Choose a date that this action should begin to be worked on and completed.

Due Date

Choose a date that this action should be completed by.

Repeat

Select this options to automatically copy this action within the specified time. Select between daily, weekly, monthly or a custom time frame where this action will repeat.

Description

Registering for a partner account will give you instant access to the CRM software.

Public

Selecting this option will make this action visible to all team members.