TiggerOn

Task Management

Effective task management is crucial for maintaining smooth operations, meeting deadlines, and delivering excellent service to clients. Real estate professionals can create tasks for various purposes such as property viewings, client meetings, document preparation, marketing activities, and more. This module allows you to manage the tasks. You can create, update the task status, view & modify the task based on your business logic.

Add Task

Counters

Filters

List

Edit Task Status

View Task

Edit Task

Add Task

Follow these steps to create a task

Click on the "Add Task" button.
Enter the Task Title, select Start & End Date from the Date Picker, choose Assign To, select Priority, and write a Description.

Counters

Counters play a pivotal role in providing quick insights into the current status of tasks. There are five counters available

Total: View the total tasks list.
New: Display tasks with the status 'New.'
Completed: List completed tasks.
Inprocess: Show tasks in progress.
Overdue: Display overdue tasks.

Filters

Filters are used to refine the data displayed on the tasks dynamically according to your specific requirements. You can utilize filters to focus on specific criteria such as Task Title, Select Status and Select User.

List

Access a comprehensive overview of Task Title, Lead ID, Assigned By, Assigned To, Start Date, Created Date and Action Buttons.

Edit Task Status

Modify branch details conveniently by following these steps

Click on the "Edit Task Status" option associated with the task.
Select the desired Task Status from the available options (e.g., New, Inprocess, Completed).
Optionally, add comments or notes to provide additional context.

View Task

In the view task section, you can view the task details. In this section, you can access a detailed overview of the task’s information, providing a comprehensive view of task logs.

View detailed task information, including Title, Start Date, End Date, Assigned To, Priority, Task Status, Created By, Created Date and Description.
Logs Task Title, Action, Action Description, Performed By, Performed Date.

Edit Task

Modify task details conveniently by following these steps

Click on the “Edit” button.
Edit Task details, including Title, Start Date, End Date, Assign To, Priority, Task Status, and Description.

You can add tasks directly from the Task tab in View Lead in the Leads Module. Tasks added in the Leads module are lead-related, while those created in the Task Management module are not associated with any lead.

Vendor Management

Vendor Management in a Real Estate CRM involves overseeing and organizing various aspects related to third-party service providers. This module allows you to manage the vendors.

Add Vendor

Counters

List

View Vendor

Activate or Deactivate

Edit Vendor

Conclusion

Add Vendor

Follow the following steps to create a vendor

Click on the “Add Vendor” button.
Fill Personal Details (First Name, Middle Name, Last Name, Contact Number, Email, Country, State, City, Designation, Pincode, Address).
Fill in Organization Details (Company Name, GST Number, Service, Contact Number, Corporate Email, Country, State, City, Pincode, Company PAN Number, Company Address and Product Details).

Counters

Counters play a pivotal role in providing quick insights into the current status of vendors. There are three counters available

Total Vendor: Display the total vendors list.
Active Vendors: Show the list of active vendors.
Inactive Vendors: List inactive vendors.

List

View detailed information about vendors, including Vendor Name, Contact Number, Email, Created By with date & time, Status (Active & Inactive) and Action Buttons.

View Vendor

You can access a detailed overview of the vendor's information, providing a comprehensive view of their profile.

Vendor Info: Vendor Name, Contact Number, Email ID.
Basic Details: Country Name, State, City, Address, Pincode.
Organization Details: Contact Number, Email, Designation, Service, Product Details, PAN Card, Address, Country, Pincode, State, City, GST Number.

Activate or Deactivate

The activation or deactivation process in a CRM system typically involves enabling or disabling certain functionality within the CRM. This functionality is often utilized to control the visibility, usability, or status of specific elements based on business needs. Follow the following steps:

Activate or deactivate the vendor as per the requirement.
By default, the status of the vendor is set to be active.
If you want to change the status of the vendor then click on the Activate/Deactivate button in the Action menu in the list and vice versa.

Edit Vendor

Modify vendor details conveniently by following these steps:

Click on the “Edit” button in the Action menu in the list.
Edit Personal Details (First Name, Middle Name, Last Name, Contact Number, Email, Country, State, City, Designation, Pincode, Address).
Then edit Organization Details (Company Name, GST Number, Service, Contact Number, Corporate Email, Country, State, City, Pincode, Company PAN Number, Company Address, Product Details).

Conclusion

This comprehensive guide outlines the steps and features for effective Task and Vendor Management within the Add Ons module. Follow the above instructions to streamline task assignments, track progress, manage vendors, and maintain accurate records within the CRM system. Good luck!