[ARCHIVED] Spark Agency Center
[ARCHIVED] Spark Agency Center
/Platform Features
Platform Features
/Never miss a task
Never miss a task
Never miss a task

Never miss a task

Tags
Files & media

Getting started

About SparkAbout SparkOnboard to SparkOnboard to SparkSupport contactsSupport contacts

The Spark platform

Business reportingBusiness reportingWhite-labelingWhite-labelingAgency viewAgency viewPlatform ChangelogPlatform Changelog

Recruiting

SourcingSourcingOnboardingOnboarding

Onboarding agents

New agent contractingNew agent contractingReady-to-sell chaseReady-to-sell chasePlatform onboardingPlatform onboarding

Servicing agents

Agent Help CenterAgent Help CenterMarketing SupportMarketing Support

Back office

Finance & coopFinance & coopManaging hierarchiesManaging hierarchiesComplianceComplianceOffboardingOffboarding

Training

Live trainingsLive trainings

Other

Special programsSpecial programsAnnouncementsAnnouncements

Never miss a task, reminder, or follow-up

Whether you’re creating the reminder in the contact’s page or you’re in the Activity tab, Spark allows for you to stay up-to-date on all your tasks with just a few clicks!

Add content here

image

To leave a note, reminder, or task, you can go under the contact’s Contact history and select + Add note

image

You’ll provide a subject, can leave additional details, and have a reminder date for when to be notified about the reminder as well.

You can also find and create additional Reminders in the activity tab under the Reminders section.

image

← Previous

Add link here

Next →

Add link here

  • Never miss a task, reminder, or follow-up
Logo

support@sparkadvisors.com