Why use a Checklist?
A checklist helps keep track of the property settlement process. It can be created to document each sale.
It also provides accountability as each completed step has the date, time, and the user who completed the step.
Creating a Checklist
From the Options tab, select Settings
Sale Settings | Edit Sale Checklist
Creating the Group
The first step is to create a Group. Groups are a great tool for streamlining steps for various stages throughout the settlement process. They provide an effective platform for everyone involved in the settlement process to view, control, and communicate.
To create a Group, begin by entering a Group Title.
In this example, we are creating a Group called "Settlement Day"
Once you have named the Group, begin to add individual items
Once you have finished adding items select Ok
Open the Checklist tab on an individual sales record
To view outstanding or completed tasks
A Group can be removed or items removed from a Group
Highlight the item and Delete
