Creating Tasks

Brokers can create new tasks by the following the steps below:

Step 1

1. To create a new task, click “Add Task”.

   

Step 2

Fill in the respective fields:

1. Title - title for the task

2. Handlers - person(s) in which the task is assigned to

3. Associated Clients/Leads - the clients/leads in which the task is associated to

4. Type

   • Task - this will be selected by default

   • Call

   • Email

5. Priority

   • None - this will be selected by default

   • Low

   • Medium

   • High

6. Deadline - due date of the task

7. Remark - any additional information regarding the task. The maximum number of characters allowed is 5,000.

Click "Save".

Step 3

All tasks created in the "Tasks" tab will also be displayed in the Clients detail page (please refer to this section for more details: Admin Activities).