As a real estate professional, staying organised is key to success. With the myriad of tasks, appointments, and client interactions to manage, keeping everything in order can be a daunting task.
However, with the help of Tasks - a feature in PropCon - you can streamline your workflow and ensure nothing falls through the cracks…Tasks in PropCon allows real estate agents to create a comprehensive list of things to do, helping you stay on top of your daily responsibilities. Whether it's following up with leads, scheduling property viewings, or preparing documents for a new mandate or transaction, Tasks enables you to prioritise and track all your activities in one centralised location.
Key features of Tasks include:
Link tasks to a Person or PropertyYou can link tasks to specific clients or properties in your PropCon profile. This allows for easy access to the relevant information that is still outstanding because let’s be honest, you work with multiple clients at the same time.
Set RemindersOne of the standout features of Tasks is the ability to set reminders, ensuring you never miss an important deadline. By scheduling reminders for upcoming tasks, you can stay proactive and ensure timely follow-ups with clients and colleagues. These reminders are sent to you on your Mobile App.
Add Collaborators Tasks in PropCon offers seamless integration with other aspects of your real estate business. You can add other team members to Tasks to foster collaboration and ensure tasks are resolved efficiently.
Customise your TasksYou have the option to choose different colours to make different Task lists easily recognisable. Pin important Task lists to the top and even drag & drop tasks into your the order you prefer.
Daily Calendar TasksTo simplify your life, your daily calendar entries automatically convert into Tasks for easy management. This feature ensures you can keep track of outstanding activities, especially on days that don't go as planned. Additionally, you have the flexibility to create your own personalised lists, such as a grocery list or tasks for organising around the house.
Whether you're a solo agent or part of a larger team, Tasks in PropCon is a game-changer for staying organised and productive. With its intuitive interface and robust features, you can manage your workload more effectively and focus on what truly matters—providing exceptional service to your clients.
Mastering organisation is essential for success in the fast-paced world of real estate. With Tasks in PropCon, you have the tools you need to stay on top of your game and achieve your goals. Sign up for PropCon today and experience the difference firsthand!