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Consolidated Task List

Consolidated Task List


A. Let’s add a Task

1. Click on the “+” sign

2. Select “Add Task”


B. Provide task info

1. Set a date

2. Set the stage of your task. E.g.: Prep, Listed, In Escrow, Post Closing, Completed, On Hold

3. Assign it to someone

4. Choose whether it is going to be visible to your client or not

5. Click SUBMIT


C. Once you have set your activities, you can find a consolidated Task List here:



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