Managing your Task & To-do list
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      2. Managing your Task & To-do list

      Marking a task as done

      You can find your own customised to do list by clicking the tasks tab in the top navigation menu.

       

       

      When you've completed a task quickly mark it as done by ticking the check box.

       

       

      For price update tasks that have been automatically generated by the system we'll do the hard work for you and mark them as done as soon as we see you've taken one of the below steps to share the price update with your lead.

       

      1. Send the price update in an SMS
      2. Copy the link for the price update
      3. Download a PDF of the price update

       

      Find out more about how price update tasks work here.