My Agenda Overview

In your agenda, you can take a variety of actions, including logging your activities and visits. These will then appear in your activity feed and be reflected in your goals. Here’s a quick overview of the actions you can take on this page:

View Your Due and Overdue Tasks

View, navigate to the associated profile, and complete the tasks that are due today or overdue.

Recommended Actions Overview

1. Filter your recommended actions by referral tier. To learn more about tiers, navigate here.
2. View and edit your marketing playbook. More about this here.
3. View and edit your activities completed today.
4. Log an activity, a visit or snooze an activity. More about this here.

View and Edit your Personal Marketing Playbook

Your default marketing playbook follows the activities and tiers set by your account administrator. In your agenda, you can customize the recommended activities within the tiers set by your account administrator to better fit your personal workflow. Navigate here to learn more about customizing your personal playbook.

Track Your Marketing Activity in My Agenda

Schedule a Visit

Log An Activity

Snooze an Activity or Visit

If an activity or visit doesn’t need to be completed or logged at this time, you can snooze it to have it appear at a later date.

Have more questions? Feel free to reach out to us at support@seniorplace.com!