Settings and activity

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1. Separation of Database tasks and Opportunities tasks

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   0 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   tell us more  ·  AdminMatthews Wilburns (Product Specialist, Keller Williams Realty) responded

   Could you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member

   Crystal Calvert shared this idea  ·  Jan 15, 2025

2. Tasks - sort by name

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   under review  ·  2 comments  ·  Command » Tasks  ·  Delete…  ·  Admin →
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   Crystal Calvert supported this idea  ·  Jan 15, 2025