Settings and activity
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14 votes
Tiffani Robin
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53 votesTiffani Robin
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3 votesTiffani Robin
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3 votes
An error occurred while saving the comment Tiffani Robin
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5 votesTiffani Robin
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5 votesTiffani Robin
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12 votesTiffani Robin
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5 votesTiffani Robin
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36 votesTiffani Robin
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10 votesTiffani Robin
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11 votesTiffani Robin
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3 votesTiffani Robin
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8 votesTiffani Robin
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4 votesTiffani Robin
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6 votesTiffani Robin
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14 votesTiffani Robin
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3 votesTiffani Robin
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6 votesTiffani Robin
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33 votesTiffani Robin
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12 votesTiffani Robin
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Creating a smartplan that can assign specific task in plan to specific team members not just assigned agent. Mean when I am creating a smartplan I would like to be able to assignee a task to a specific memeber of my team weather they are admin or the rainmaker or the assigned agent or my marketing assitant. Say task 1 goes to me task 2 goes to the assigned agent task 3 goes to my transaction manager task 4 goes to my marketing assistant. The ability to assign a specific tak during the creation of this smartplan is important. All other CRM's have this ability to state the specific person that will complete the task. (example active listing smartplan task 1- enter into mls (to be completed by guest admin1 task 2- manually post listing to facebook to be completed by guest admin2 task3- call selelr to tell them listing is live to be completed by assigned agent task 4- rainmaker call to thank them for listing with our team to be completed by rainmaker task 5- neighborhood calls to be completed by assigned agent, task 6- auto email about what happens next to be sent from guest admin 1(the listing manager) task 7- mailer to neighborhood to be completed by guest admin 1, task 8 edit video walkthorugh and create a blog to be completed by guest admin 2). etc....etc......
I should have the ability to add any person I want to a specific task within a smartplan drip. No I don't want to use the checklist