Tasks/Events

Action Plans
Path: Tasks > Action Plans Agents, Brokers and Admins have the ability to create an Action Plan.  An Action Plan is essentially a template for a ...
Mon, 25 Jun, 2018 at 6:26 PM
Events
The Skyline platform’s Events tool allows back-end users to create showing appointments and custom events . Showing events must be associated with a lead, t...
Tue, 30 May, 2017 at 11:39 AM
Tasks
The Boston Logic platform’s Tasks tool allows back-end users to create action items with due dates in order to distribute work to others or manage their own...
Wed, 31 May, 2017 at 2:36 PM
Action Plans, Bulk Update
Path: Lead > Select leads > Bulk Actions > Assign Action Plan You can now assign Action Plans to Leads in bulk. Once you select the bulk action...
Tue, 23 May, 2017 at 10:45 AM