Task Manager Edit (Coming Soon)

 

Once you have created a task list or if this is the first time using the task manager you may want to edit one of your task lists. Follow the directions below to edit a task list!

 

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Task Manager Edit

 

  1. From the preferences menu find the task list you would like to edit.
  2. Select the Customize button (see below).

    The_Task_Dash.png
  3. Select which part of the plan you would like to edit.
    1. NOTE: This only applies to Buyer or Seller Plans.
      The_Plan_Nmae.png
  4. Select which task you would like to edit.
    1. NOTE: The due dates begin counting the moment you move your person to each section of the sales flow. (I.e. when I move Jillian to the Prospects part of the sales flow, the task “Schedule a meet and greet” will be due 7 days later).
  5. Select the arrow next to the date.

    The_tasks_.png
  6. Select the amount of days you would like to this task to take.

    Due_date._.png
  7. You can also delete a task by using the red “X” on the right of the tasks.

    delete.png

 

 

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