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To-Do Filters and Saved Segments 2/22/16

Do More With To-Dos!

Never miss another follow up.  On 2/22/16 our CRM team released some new features to help you stay on top of your current, past, and upcoming To-Do’s!

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First you’ll notice a new saved segment called “Today’s To-do’s:Calls”.  This segment is a new default that pulls up all of your leads with a call To-Do for the day with just one click.

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Want to make your own custom To-Do segments?  Just use advanced lead filters > To-Do’s, and use the two drop downs to create any type of To-Do segment you want.

Get Started!

Here are a few custom To-Do ideas…

  • The Monday: Show all leads with To-Do’s for the week.
    • Date: Next 7 Days
    • Type: All
  • The Hot List: Show all hot leads I need to follow up with Today.
    • Category: Hot
    • To-Do Date: Today