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Delta Media Group Blog

Tuesday, February 19, 2013

New To-Do button added to the Customer Center

We have just added a new To-Do button, so you can add follow up items to your calendar and link them to your phone. This will help you keep your appointments in line, and make each customer feel like they are as important as they are.

What are the benefits for your Customer?

You will be able to add a To-Do for follow up with your customer, so you can focus on the tasks at hand, weather selling a house for your customers or finding the the perfect dream home for them.

What are the benefits for you, the REALTOR®?

You no longer have to carry a calendar around in your car or office, it is in your pocket. The To-Do is synced to your calendar, once you set it up. To set up your calendar on your phone or Email client, click here for instructions. The To-Dos will show up in the DeltaNet™, under the Customer Center.

How do you set up a To-Do for a Customer?

There are 3 steps to add a To-Do. Here are the steps:

Step 1

Log in to the DeltaNet™ and go to your 'Customer Center' under 'Customers'.

Step 2

Scroll to the bottom of the page and select the 'New To-Do' in the To-Dos widget.

Step 3

Click the calendar icon to change the date, Add the follow up action, place any notes you would like, and click 'Update' to complete the new To-Do.



Q. Can I edit the event on my calendar and have the change show in the DeltaNet™?
A. No, you must make the changes in the DeltaNet™.

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