Key Steps:
Accessing Phases:
Log in to Pete and navigate to Settings > Phases.
Review the default phases: Lead, Purchase, Rehab, Sale, Sold, and Rental.
Modify phase names if needed, keeping in mind the core functions remain the same.
Make phases inactive if not in use to declutter the workspace.
Customizing File Badges:
Tailor file badges to display relevant information for each phase.
Remove unnecessary file badges to keep the workspace clean and organized.
Managing Statuses:
Customize statuses for each phase to filter out irrelevant information.
Use the "X" option to exclude properties with specific statuses from grid views.
Regularly update statuses to align with changing business needs.
Configuring Team Roles:
Select team roles to be displayed in each phase based on relevance.
Ensure team roles are assigned appropriately to streamline task assignments and responsibilities.
Utilizing Face Templates for Automation:
Set default tasks and workflows for each phase to automate processes.
Assign default team roles and trigger actions based on specific statuses within phases.
Ensure workflows are set up to perform tasks automatically and maintain workflow efficiency.
Cautionary Notes:
Avoid deleting statuses or team roles that are in use to prevent disruptions in task assignments.
Carefully review and test automation settings to ensure they align with business processes and requirements.
Regularly update and optimize phases, statuses, and team roles to reflect current workflow needs.
Tips for Efficiency:
Use face templates to automate repetitive tasks and streamline workflow processes.
Regularly review and update phases, statuses, and team roles to maintain an organized workspace.
Communicate any changes or updates to team members to ensure smooth workflow transitions.
Utilize the customization options in Pete to tailor the platform to your specific business requirements.