TABLE OF CONTENTS

Understanding Activities



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 Agent Live. Activities can be added to your Contacts, Listings, Sales, Promotions as well as your Calendar and Staff.


OSL Agent Live 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 a powerful tool because they link Listings with People and People with Listings

How are Activities used?

  • Preparing Vendor activity reports
  • To Do List
  • Reminders
  • Audit trail
  • Calendar

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 are created automatically;


When you send an email from OSL Agent

When a website visitor asks a question

When a website visitor downloads a property file

When a website visitor signs up for Home Finder


You can find All of your Activities


Where to find your Activities. 

Open any Person in your people database and see all of the Activities on the Contact details Activity tab


Listing details Activity tab

  • Tasks > To Do List
  • Contact details Activity tab
  • Listing details Activity tab
  • Sales details Activity tab
  • Promotions Activity 
  • Staff Activity tab


You can see all of the Activities for a Listing on the Listing details tab

Activity status 

In the grid of Activities the horizontal Blue line indicates today

Red Activities are overdue

Blue Activities are in the future


Who can see Activities

If you are not the Listing Agent you will only see your Activities (and those generated by the Office)

The Listing agent can view all Activities on a Listing.


New Activity

You can add a new Activity where ever you can see the Activities tab.


Tasks menu > New Activity

or directly in a Listing on the Listing > Activity tab

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