43 results found
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Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
11 votes -
Task Due Dates Based on Opportunity Dates
I am a TC for our team and we are trying to switch over to Command from Brivity but I would need the ability to create smart plans to take us from contract to close or outline the steps of preparing a house for sale and going live on the market. With Brivity, I have the ability to set up custom tasks based on time frames. For example... We get a property under contract today. I enter all of the contract info and dates. We have a 7 day inspection period. The system keeps that date and notifies me of…
7 votes -
Use Custom Field Dates as Task Due Date Triggers
Looking for added function: Mark a checkbox with a custom field to create a task with a trigger date of X days before.
Use case: Agent (75+ deals per year) using custom important dates to send out personalized handwritten cards as the entirety of their 33 touch program. RealtyJuggler currently prompts on these custom dates a few days in advance to remind to create and send the cards.
Dates used:
Home Anniversary
Wedding Anniversary
Spouse Birthdays
Kids Birthdays
1st Day of School
Holidays
9 votes
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