To Dos (formerly known as Reminders) are a great way to stay on track, and ensure nothing falls off your radar. You can create To Do's for yourself, and your system will also create To Do's for you, then you can work these To Do's and mark them as complete as you go through them. There are a variety of To Do's in the system, each clearly labeled in the Event column.
To Do's are populated front and center on your Home Dashboard, filtered by Type, so you can prioritize your day. Click on a contact's name to se all To Do's for that contact. Visit the To Do tab to edit multiple To Do's at once.
To Do's are now listed on the left side of the screen when viewing contact details, so you can quickly toggle through your list. You can see you entire to do list, as well as the multiple to do's that may exist in each contact.
Mark as Complete:
When you check the box in the To Do task, you are marking it as complete, it will be stored in the Activity Feed section of the Contact record, as well as in the Bulk Action area in case you ever need to review it.
When you snooze a To Do, it will snooze it for 24 hours so you can re-visit it the next day.
Edit: If you need to edit any details about the task, including the due date and time, you can do that here.
Delete: Removes task from contact history.
Hand raises are essentially To Do's that a contact has created for you. In other words, the only way for a Hand Raise to appear is when a contact takes specific actions on your website (e.g. emails you requested a CMA, or requested more information on a property). The Hand raise notification will alerrt you to what action create the task.
There are a few ways to clear a Hand Raise: Send an email, add a note to the contact's history, or send a CMA (these are the only ways to clear the follow-up request).
If a contact has a Hand raise AND other To Do's, the Had raise will supersede the To Do. Once you clear the follow-up, the To Do count will show.
Create a To Do
To create a To Do for yourself, just click the Add link in the Due Now column for your contact.
Next, select the type of To Do - task, phone call, or meeting - due date, time (optional), and notes with the To Do details. When you're done, click Save.
The types of To Do's are really just labels, and don't change the functionality of the To Do.
System Generated To do's
There are a variety of to do's your system will create for you, and these to do's will appear just like any To Do you create for yourself, but it's important to know what these To Do's mean.
- Website Activity (a contact setup a listing alert, saved a property, or subscribed to Market Insider)
- Campaign To Do's (to do's within campaigns prompting a more personal touch)
- End of Campaign (notifies you when a campaign ends for specific contacts on a given day)
- MLS Status Changes (notifies you when your MLS application status changes)
To Do Actions
You can search and filter all of your To do's by clicking the To Do's icon in the top menu and selecting Bulk Actions.
Here, you can filter To Do's by type, due date range, and completion.
Note: To Do filters will stay applied, so always check your filters when searching for To Do's.
You can delete multiple To Do's at once. Simply check the box next to the To Do's you wish to delete, and then click the Delete button. This may be particularly helpful if you have a back-log of To Do's that need to be cleaned up.