The graphical Calendar shows you important tasks in a user friendly format

*  View tasks for the day, week, or month
*  Calendar shows agent and/or assistant tasks
*  Agent may have multiple assistants
*  Print separate calendars for agent and assistants

The Task Scheduler is the heart of the system

*  Shows both project and task oriented views
*  Complete multiple tasks with a single click
*  Triggered task action plans make prospecting a snap

*  The left column shows tasks sorted by project
*  The center column shows tasks for the project
*  The right column shows details on the selected task
*  Multiple task views give you ultimate flexibility

Editing tasks is quick and easy
*  Handles missed tasks, reminders,, alarms, and repeating tasks
*  Shows links to people, listings, closings, etc.
*  Space for notes on each task
*  Attach e-mail, faxes, letters, or cards to tasks
*  Drop-down subject to reduce typing
*  Triggered tasks automatically reschedule themselves
*  Link tasks to people, listings, and closings
*  Attach cards, letters, e-mail, or faxes to the task
*  Automatically handles missed tasks
*  Reminders, alarms, and repeating tasks handled
*  Can be made private so task will not appear in public reports

 

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