To Do List in the Agent CRM

Users of the Agent CRM can create tasks to help manage their workload and to associate tasks to specific leads. This feature is only available for the Agent CRM product.

The To Do List feature of the Agent CRM can be used to create tasks and to-do items related to your leads and your business.

Tasks can be marked as completed by checking the checkbox next to the task. Completed tasks then disappear from the default page, but can be displayed again by using the button in the upper right to change the filters.

A specific lead can be associated with a task, either by adding the lead to the task from the To Do page, or adding the task from the lead record page. A link to their lead record page then appears on the task block. You can see a list of all tasks associated with a single lead by looking at their lead profile page.

More articles on how to use the To Do List can be found here:

• How to Create a New Agent CRM Task
• How to View/Edit an Agent CRM Task
• How to Filter Agent CRM Tasks
• How to View Completed Agent CRM Tasks
• How to Delete an Agent CRM Task

Overdue Tasks

When a task is overdue, the due date on the task block will turn red and the task will appear at the top of the to do list.

Overdue tasks always appear at the top of the to do list under “Due Today” section. Tasks that are due today but not yet overdue appear just under the Overdue tasks.

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