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Tasks

Use manually and automatically created tasks to receive reminders on your leads that need follow up

Emma Holmes avatar
Written by Emma Holmes
Updated over 10 months ago

Structurely AI Assistant will now automatically set and remind you of tasks for leads you need to follow-up with  🚀 

Not only will the Structurely AI Assistant qualify your leads for you, it will also create and remind you of Tasks for leads you need to follow-up with!
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Here's how:
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Auto Tasks

Structurely AI Assistant has 9 Auto Tasks that will be created for you:

  1. Call - when the lead requests to be called

  2. Email - when the lead requests to be emailed

  3. Follow-up - when the lead has been qualified (not working with a prior agent, wants to submit an offer, requests a service provider, etc)

  4. Connect with lender - if the lead is not pre-qualified/approved

  5. Send property info - when the lead requests specific information about a property

  6. Confirm appointment - when the lead requests a showing, listing or general appointment time

  7. Set up home search - when the lead identifies all search criteria (beds, baths, location, price range)

  8. Send property valuation - when a seller lead request a valuation on their property

  9. Send market report - when the lead community or market conditions
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Custom Tasks

You can also create a Custom Task, assign it to any team member, and set a reminder date, for any lead.

Here's how to create a custom task:

👉  Click "Create Task" or the Green + icon 👇

👉  Add a task name that's unique to you 👇

👉  Set a reminder time using the Date/Time picker 👇

👉  Assign the task to yourself, or a member of your team 👇

❗ Don't forget to hit "Submit" to save your task ❗ 

👉  Once your task is saved you can edit it, or delete it using these icons 👇

Completing a Task

Once you've accomplished a task you should mark it complete; recognize a job well done!

👉  Click the checkbox to complete a task (note this will forgo your future reminder notification) 👇

Notifications

Get notified of your Tasks via email and push through our mobile app

Here's how to customize your notification preferences:

 - When a task has been created: get an email or push notification when an Auto Task is created (does not apply to Custom Tasks)
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​ - When you've been assigned a new task: get an email or push notification when a team member has assigned a task to you
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​ - When your task is due: get an email or push notification when your task is due


🚀 The Structurely Team

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