Agenda, tasks and calendar
Starting at 0:46
In this video, you'll see how the CRM keeps your next steps on track: follow-ups, tasks, your calendar and viewings. In any client's workspace, click Schedule Follow-Up. Type the next action, pick a date and time, or use Later today, Tomorrow or Next week. Choose the type and a reminder, then click Schedule Follow-Up.
Questions about this
How do I schedule a follow-up with a client?
In the client's workspace, click Schedule Follow-Up. Type the next action, pick a date and time (or Later today, Tomorrow or Next week), choose the type and a reminder, and click Schedule Follow-Up. If it passes, click Reschedule to move it, or Mark Complete when it's done.
Where do I see all my tasks and appointments?
Open Tasks and Calendar from the CRM menu to see every task, appointment and tour by week, by month or as a list. Filter by Today, Upcoming, Overdue or Completed. Click Add task to add your own; The NLS also adds follow-ups for you, for example after every viewing. To see it all in Google Calendar or Microsoft Outlook, connect it; The NLS stays the master copy.
How do I record how a viewing went?
Open Viewings in the CRM, which shows which appointments are awaiting a reply, booked or need an outcome. Click Record the outcome, say what happened, how interested they were and what they thought of the price, tick whether they may offer, and click Save the outcome. The Outcomes tab keeps every result and downloads as a spreadsheet.
