@ Reach CRM our team is always busy tweaking our system to make sure we are helping agents like you, grow your business... Simply!
New Task Filtering and Sorting Options
Click "Sort" in the Top-Right corner, and a drop down menu will allow you to sort tasks by:
Date Created (Earliest Tasks or Latest Tasks)
By Due Dates, if any
Manual (Drag and Drop each task to re-order).
Or use the "Filter" to easily filter Tasks that have a Due Date before or after a certain date
Hey Teams! Now View Your 'Mates' Calendars
Previously, Each teammate could only view their own "My Important Dates" such as client Birthday's, Home Anniversaries, or any custom important date entered.
Now, Each teammate can allow other teammates and assistants to view all their Important Dates on the calendar view. We have found this helps teams have a complete view of upcoming Important Dates for the entire team, and plan accordingly.
Secondly, we have separated out Events and Delegated Events for each team member.
The Events calendar shows the following:
Events that have been Delegated to the user
Events where the user is listed as an Attendee
Events owned by the user that have not been delegated to another user
The Delegated Events calendar shows the following
Events owned by the user that have been delegated to another user
Setup Relative Due Dates on Automated Tasks
Under Settings >> Automated Tasks:
Now you can set the whole automated task, or sub-tasks within, to have due dates associated to them, and can specific when you want those due dates to 'trigger'
In the case above, Our Accepted Offer automated task, now gets a due date associated to it (and appears in our calendar) 7 days BEFORE the COMPLETION
Referral Program ** Earn $$$$$
Earn up to 100% off your Reach CRM subscription, by telling others about our service. It's our way of showing our appreciation to you, for letting other local agents know what keeps you and your team organized. Thank you!