Your Schedule screen gives you the rundown of the tasks you set for yourself or on behalf of your clients needs.
To access your Schedule screen, log into your iHOUSEweb admin menu, click TurboLeads, then click Schedule.
The schedule interface allows you to view and manage all of your outstanding tasks. The schedule shows tasks sorted into the following 3 categories:
Tasks are always associated with a lead, and can be scheduled on the lead details screen. Overdue tasks will remain on your schedule until you have marked them as complete. If you have notifications enabled, you will receive frequent reminders about your overdue tasks until they have been marked as complete. To mark a task as complete, simply check the box next to the task description.
Clicking the three dots on a task allow you to:
- Edit the task
- Mark the task completed
- Delete the task.