The Action Plans Property Timeline allows you to view and set up new action plans for your Office, a Pod or an Individual Team Member.
To add a new Action Plan, you will first need to set up your templates in Settings.
To add a new Action Plan, follow the below steps:
Select who to Build Action Plans For:
- Office
- Pod
- Individual Team Member
Select the Property Type:
- Residential
- Commercial
- Business
- Rural
Select the Sale Method:
- Sale
- Auction
- Lease
Select the Property Status:
- Prospect
- Pre-Appraisal
- Appraisal
- Listing Presentation
- Listed with Other Agent
- Not Proceeding
- Pre-Listing
- Sneak Preview
- Off Market
- On Market
- Withdrawn
- Under Offer
- Under Contract
- Contract Cancelled
- Pre-Sold
- Sold
- Sale Cancelled
- Settled
OR Other Events
- Price Change- Sale Type
- Appraisal Date- Listing Presentation Date
- Listed Date
- Sale Type Date
- Listing Expiring Date
- Auction Date
- Deposit Due Date
- Contract Signed Date
- Unconditional / Sold Date
- Settlement Due Date
- Settled Date
Select the relevant Template Type
- Letters
- Task
- Text
- Email
Click on the template you wish to use.
This will open a pop-up for you to confirm the details relevant to the template type.
Click 'Create Step' to add the Action Plan item to the Property Timeline.