Summary
Learn how Activities are automatically recorded in Box+Dice, how they reflect a Contact’s real estate journey, and how to use them when filtering contacts.
Activities represent the different stages a Contact moves through during their real estate journey, whether they are buying, selling, or considering their options.
Each Activity is automatically recorded in Box+Dice and assigned to a Consultant, creating a clear history of engagement and responsibility.
Activities act as the connection point between:
- Contacts – people buying or selling property
- Properties – listings or potential listings
- Consultants – assigned team members managing the interaction
This means every Activity clearly shows:
- Which Contact is involved
- Which Property the Activity relates to
- Which Consultant is responsible
This structure helps ensure accountability and makes it easier to follow up at each stage.
What’s next?
Learn how to filter contacts by activity.
Articles in this section
- Add a new category to the database (for agents to use)
- Add an owned property to a contact
- Control bank account detail visibility
- Delete a contact
- Delete a contact’s residential address
- Delete contact history's events
- Disallow duplicate entries of contacts
- Filter contacts by activity
- Filter contacts by Reasons to Call
- Find a contact using their residential address