M
MTooley74
I am a real estate broker working with Outlook 2003 Professional. I have
groups of tasks that occur for every listing, buyer, and closing. I would
like to make a 'master' checklist of tasks and appointments for say a listing
that can be attached to the contact. I know I can go through and add each
task into the contact, but when a 120 day listing has almost 200 tasks and
appointments, that is a lot of typing. Does Outlook have a feature to make a
'task list' 'action plan' or 'campaign' one time that can be setup to start
from the date it is applied to the contact? I have been using an online
company for database management, but I have this program that is similar but
needs some customization in the contact form as well as this question about
tasks.
groups of tasks that occur for every listing, buyer, and closing. I would
like to make a 'master' checklist of tasks and appointments for say a listing
that can be attached to the contact. I know I can go through and add each
task into the contact, but when a 120 day listing has almost 200 tasks and
appointments, that is a lot of typing. Does Outlook have a feature to make a
'task list' 'action plan' or 'campaign' one time that can be setup to start
from the date it is applied to the contact? I have been using an online
company for database management, but I have this program that is similar but
needs some customization in the contact form as well as this question about
tasks.