The first thing we can do is select the colour of the Track. The colour is important because it is displayed in the dialog when using the Track. One way that we use it internally in Rex for our best practice Tracks is to colour them hot, warm and cold. When you have a hot buyer Track you might colour it Red, a warm buyer Yellow and a cold buyer Track might be Blue – so try and use colours that signify meaning.
The reminder types define what reminder will appear on the due date. The choices available are Phone, Task, Sms, Letter and Email.
The Modules define what records the Tracks will be attached to. There are three choices: Contacts, Listings, Properties.
Enter a description of the Track. This will give you a little bit more information on what each Track does when you are looking through your Tracks.