The Timeline page contains all tasks and notes that you and your brokers have created for your prospects and clients. 

On this page, you can do the following:

  • Sort your tasks and notes by the time when they are due: today, tomorrow, the current week, or the next week.
  • Add custom filters to display only specific tasks and notes.

  • Export your tasks and notes to an Excel spreadsheet.

  • Add new tasks and notes to your prospect or client records.