The Activity List helps you manage day-to-day tasks and keep track of actions that need attention, such as contacting applicants, completing appraisals, and managing compliance tasks.
Access and Use the Activity List
- Open the Sales Dashboard or Lettings Dashboard from the main menu.
- Locate the Activity List on the left-hand side of the dashboard.
- Select an activity, such as Applicants Not Contacted, Appraisals Requiring Conclusion or Keys Due Back, to view the records that require action.
- Review the information displayed and use the available options to open related records, log activity, or complete the required task.
- Use the column headings to sort information, or use the available filters to help find specific records.
- Where available, select one or more records to send communications, export data, or carry out bulk actions.
Send Communications from an Activity List
- Select the records you want to contact.
- Choose whether to send an Email, SMS or Letter.
- Select a template if one is available.
- Review the message and send it to the selected recipients.
Watch the Walkthrough
Good to Know
- Activity List items only appear when there are records that require attention. If there are no relevant records, the activity will not be shown.
- Many Activity Lists are controlled by timeframes that can be configured within CRM settings.
- Clicking linked information within a list, such as a property, landlord, tenant or applicant, will open the relevant record.
- Lists can be sorted by selecting a column heading.
- Some lists can be exported to CSV format or printed to PDF.
- Emails sent from an Activity List use a mail merge process, meaning each recipient receives an individual message and cannot see other recipients' details.
- The actions available from the menu may vary depending on the Activity List selected.