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 a week ago

Structurely AI Assistant will now automatically set and remind you of tasks for leads you need to follow-up with ย ๐Ÿš€ย 

Not only will Structurely AI Assistant qualify your leads for you, she will also create and remind you of Tasks for leads you need to follow-up with!

Here's how:

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

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:

๐Ÿ‘‰ ย Click "Create Task" or the Green + icon ๐Ÿ‘‡

๐Ÿ‘‰ ย Add a task name that's unique to you ๐Ÿ‘‡

๐Ÿ‘‰ ย Set a reminder time using the Date/Time picker ๐Ÿ‘‡

๐Ÿ‘‰ ย Assign the task to yourself, or a member of your team ๐Ÿ‘‡

โ— Don't forget to hit "Submit" to save your task โ—ย 

๐Ÿ‘‰ ย Once your task is saved you can edit it, or delete it using these icons ๐Ÿ‘‡

Completing a Task

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

๐Ÿ‘‰ ย Click the checkbox to complete a task (note this will forgo your future reminder notification) ๐Ÿ‘‡


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

Here's how to customize your notification preferences:

ย - When a task has been created:ย get an email or push notification when an Auto Task is created (does not apply to Custom Tasks)

ย - When you've been assigned a new task: get an email or push notification when a team member has assigned a task to you

ย - When your task is due: get an email or push notification when your task is due

Happy closings!
๐Ÿš€ The Structurely Team

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