Understanding Activities

TABLE OF CONTENTS


Activity tracking is an important aspect for running your database as well as making sure that you keep ‘on top of the things’ that you have to do. Activities are used almost everywhere in OSL. Activities can be added to your Contacts, Listings, Sales, Promotions as well as your Calendar and Staff.


OSL can record all Activities that are done in the process of securing a new listing, marketing an Available listing, open home attendees all the way through to setting the Anniversary actions for a Sold listing as well as recording you activity for audit purposes its a great motivational tool for seeing just how much your are actually doing each day.


Activities are important because they also link Listings with People and People with Listings for an user.


How are Activities used?

  • Preparing Vendor activity reports
  • Running Open Homes
  • Email Enquires
  • Audit trail
  • Calendar


Where can you add an Activity?

You can create an Activity pretty much in all place in many places in OSL.


Tasks menu > New Activity

or directly in a Listing on the Listing > Activity tab

or while editing a Contact on the Contact > Activity tab.

Tasks menu > Diary page


Type of Activities

There are many types of Activities .. just type a few characters to select an Activity

Automatically created Activities

You can create Activities (manually) and many that are created automatically;

  • Sending an email from OSL
  • Website visitor asks a question
  • Email enquires from portal websites
  • Website visitor downloads a property file
  • When a website visitor signs up for Home Finder
  • Sale Unconditional Date
  • Sale Conditions Date

New Activity 

How to add an Activity more...