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!
Here's how:
Auto Tasks
Structurely AI Assistant has 9 Auto Tasks that will be created for you:
Call - when the lead requests to be called
Email - when the lead requests to be emailed
Follow-up - when the lead has been qualified (not working with a prior agent, wants to submit an offer, requests a service provider, etc)
Connect with lender - if the lead is not pre-qualified/approved
Send property info - when the lead requests specific information about a property
Confirm appointment - when the lead requests a showing, listing or general appointment time
Set up home search - when the lead identifies all search criteria (beds, baths, location, price range)
Send property valuation - when a seller lead request a valuation on their property
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:
👉 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)
- When you've been assigned a new task: get an email or push notification when a team member has assigned a task to you
- When your task is due: get an email or push notification when your task is due
🚀 The Structurely Team