Settings > Office > Plans tab
TABLE OF CONTENTS
An Action Plan sometimes called an Activity Plan is a group of tasks or activities. You can add plans to a contact on the Activity tab.
Create and maintain your Activity Plans in Settings > Office - Plans tab.
Plans
When you create a Plan, you can decide that only Office admin users can use the plane or you can choose to make available to your Agents
You can also make a Plan for just one Agent in your office.
Plan activities
Now you need to add activities to your Plan.
- To edit a Plan firstly select the Plan. When you select a plan, its tasks will be displayed in chronological order on the right hand grid/panel
- The earliest start date available being ‘start immediately.’
- The task will be displayed with its description and the number of days it is to occur after the Auction Plan start date.
Example. In this example, a vendor has just sold their property. When this occurs, the task plan kicks in. One day after, a task will appear in “My Tasks” reminding you to make a Thank-you phone call to the vendor. 5 days after the house has been sold, a task is added to “My Tasks” to remind you to send a letter to the vendor, so on and so forth.
Here, you are able to choose an activity, the number of days after the start date of the plan it will occur and a short description of what you will be trying to achieve (e.g. a phone call to ask for a listing from your appraisal.
When you are finished editing your action plans save and close.
Open your Contact
And a Plan to a Contact by clicking on the Plan button on the Activities tab