Tasks and contacts
Tasks, reminders, the calendar, contacts, accounts, the board and email connections.
- How do I create a task, including by voice?Type a task in Quick add, use New task, or record it by voice. PropelMapper reads dates like tomorrow at 2pm.
- How do I assign tasks and set due dates, repeats and reminders?Open a task to set assignees, due date, priority, a reminder and a repeat. Reminder emails go to assignees and followers.
- How do I see my visits and tasks on a calendar?The Calendar page shows visits, scheduled visits, tasks and sent reports. Subscribe from Google, Outlook or Apple with your personal calendar link.
- How do I add, import and export contacts?On Contacts, use Add contact or import a CSV of up to 1,000 contacts. Export contacts downloads a CSV file.
- What are accounts and the board?Accounts group an operation's people and places. The board shows opportunities or contacts in columns by stage.
- How do I connect Gmail or Outlook?In Settings, Integrations, select Connect for Gmail or Outlook. PropelMapper reads mail with your client contacts and never sends or changes anything.
- What is a briefing, and how do I make one?A briefing is a short audio summary of a place before you arrive. Open the place and choose Make a briefing, then pick a length of 1, 2 or 4 minutes.
Still need help?
Write to the PropelMapper team or book a call, and a person who builds the product will answer.