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Results 1 to 7 of 7
  1. #1
    Junior Member
    Join Date
    Dec 2010
    Location
    San Diego, CA
    Posts
    27

    Follow Up Task Plans

    The task feature in dsAgentReach is severely lacking. I would love to have some pre-set task plans (day 1 call, day 2 email, day 3 hard mail,...) for new leads as they come in based on tag or group. Is there anyway to do this automatically?
    Last edited by Avoid The F Word; 03-30-2011 at 07:22 AM.

  2. #2

    Task - Preset

    I noticed there was no response to your request to be able to assign preset task action plans. I wonder if Diverse Solutions is looking at this.

  3. #3
    Hi Kyle & Connie,

    We are looking at this and we love getting feedback from our customers. We do plan on making changes to dsAgentReach in the future however I don't have a timeline on this or an idea of what features we'll be adding.

    Currently, the best way to make a recommendation to one of our products, is via the dsControlPanel under the suggestion's tab:
    http://www.diversesolutions.com/blog/2011/05/10/the-best-way-to-recommend-an-improvement-to-our-product-or-service

    This allows you to submit and vote on suggestions as they're added by other clients so that we can get a better sense of who wants which features enabled as a whole.

    To answer your question(s), currently, this isn't possible but I like the idea.
    Ricardo Bueno
    Diverse Solutions
    http://www.diversesolutions.com
    Real Estate Technology Made Easy!

    Check out our blog:
    http://www.diversesolutions.com/blog

  4. #4
    Junior Member
    Join Date
    Oct 2011
    Location
    Portland, OR
    Posts
    7
    Any progress on this type of Task list? I'd like to have a set of tasks set up for all new IDX visitors.

  5. #5
    Junior Member
    Join Date
    Jan 2013
    Location
    USA
    Posts
    7
    I observed there was no reaction to your ask for to be able to determine predetermined process activity programs. I wonder if Different Alternatives is looking at this.. . . . .
    Small Business Marketing Services
    Last edited by Alastair; 11-08-2013 at 09:00 PM.

  6. #6
    Super Moderator
    Join Date
    Mar 2011
    Location
    Bellevue, WA
    Posts
    760
    Hello,

    This is definitely still being looked into by our Programmers as a Feature in a future update to the Product, but at this time, Ricardo's recommendation would be the only other alternative to getting around this at this time.
    David
    Support: 877.348.7654 Ext.2
    Website | Blog | Help Desk | Forum | Submit A Ticket

  7. #7

    Follow Up Task Plans

    My question is... so shes interested. What are your plans for the both of you? You mentioned youre from out of town. Logistically, how are you gonna fix that issue?

 

 

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