Deal Manager To Go Online Support

 

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Home Page: Managing Tasks

 

Every time you login to Real E. Net your home page will have active tasks that have been assigned to you.

 

 

To see the deal associated with the task on the link to the deal sheet for the task you would like to work on

 


 

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

 

Once a Task has been completed by you or the brokerage staff, it will no longer appear on your home page.