-
Pro Agent Solutions Help Center
-
CRM Pro
-
Configuration guidance - CRM Pro
- Go to ACTIVITIES>>ADD NEW ACTIVITY in your Dashboard

- Select the Listing you wish to create the Activity for

- Select any applicable Contacts for the Activity

- Select the Type of Activity

- Set the Start and End Date/Time for the Activity

- Fill out any remaining info like: Activity Title, whether you want an Email Reminder or an SMS Reminder
- Click SAVE to create the Activity

- Click on CALENDAR to view the Activity in your Calendar

- Click to view the Activity in your Calendar

Have more questions?
Submit a request
0 Comments