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Action Items

Working Dashboard

Posted on May 4, 2018May 4, 2018 by Adam
Agent Sauce Dashboard
Agent Sauce Dashboard

The video above shows you how to get the most out of the Agent Sauce Working Dashboard. It covers: Adding Action Items Updating and Deleting Action Items Snoozing Action Items Adding Calendar Items Adding To-Do Items View Emails scheduled for the Day Print a Daily Agenda Have questions or comments? Leave them below!

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  Posted in CRM Tagged Action Items, Agenda, Calendar, Dashboard, To-Do    Leave a comment

Action Plans

Posted on May 4, 2018May 4, 2018 by Adam
Action Plans
Action Plans

This video explains how to use action plans in the Agent Sauce Real Estate CRM. After watching this video you will be able to: Edit Existing Action Plans Add New Action Plans Assign Contacts to Action Plans Have questions or comments? Leave them below!

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  Posted in Contacts, CRM Tagged Action Items, Action Plans, CRM    Leave a comment

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