Actions

Team Actions is a collective information dashboard that shows your Actions for the specific Team you have selected in IF3. You are able to select the Action Type you want to view by clicking on the headings and you're also able to search for spe...

Updating Actions is necessary to push Opportunities forward in the pipeline and ensure that none are left behind. Creating Next Actions is also how you do almost everything in InvestorFuse, whether if you want to schedule an appointment, make an off...

You are able to add Actions to your Opportunities outside of the standard Actions as you need. Some examples are Actions for things that may be specific for the particular Opportunity you're working on, maybe you suspect they may put the property on...

An Offer is a conditional proposal made by a buyer or seller to buy or sell an asset, which becomes legally binding if accepted. There are two parts to making an offer and that is recording a Verbal Offer and Sending the Contract. These are necessar...

Tasks can be added to your Opportunity Actions in order to create and track Tasks that are more flexible and outside of the flow of the regular Actions. You can create Tasks for yourself or other people on your team for anything you deem necessary a...