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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!
Task Manager Edit
- From the preferences menu find the task list you would like to edit.
- Select the Customize button (see below).
- Select which part of the plan you would like to edit.
- NOTE: This only applies to Buyer or Seller Plans.
- NOTE: This only applies to Buyer or Seller Plans.
- Select which task you would like to edit.
- 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).
- Select the arrow next to the date.
- Select the amount of days you would like to this task to take.
- You can also delete a task by using the red “X” on the right of the tasks.