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Deal and Listings: Viewing/Managing Files, Notes, and Tasks

To view a Listing

Search for it in the listing finder and click on the listing number to open.

To view a Deal

Search for it in the Deal finder and click on the Deal number to open.

Once you are in the listing View page, you can add Files, Notes, and Tasks

To add a File to a Deal or Listing

Click Attach file

· Browse and find the file in your computer’s directory

· Name it using the predefined tags or your own name in the other tag field

· Save

To Add a Note File to a Deal or Listing

Click on the new note button, and a note page will open up.

Type the note you would like to create in the text box and hit save.

This note will now appear on the listing.

To Add or Manage Tasks in Deals or Listings

To Add a Task

Click on the new Task button, and a Task page will open up.

A new Task form will open up

· Type the Task you would like to create in the text box

· Change any of the other fields below if necessary

o Assigned to

o Start Date

o Due Date

o Priority etc

· Click Save

To Complete/Edit a Task

Once the appropriate actions have been taken and the task is complete or you would like to edit the task, you open the task by clicking on the text of the task and it will open the task

Click Edit and the task will open up in edit mode

You can edit the

· Text of the task

· Change the start date and due date

· Change the priority

· Change the status

Once you are done editing click save.

You can Complete Tasks by

· Changing the Status to Complete

· And give it a Complete Date

· Click Save