Search through our
extensive educational

What is an Activity Plan

Last Updated: Aug 18, 2016 01:01PM MDT
An Activity Plan is used when you have a new buyer or seller. An Activity Plan allows you to create a list of important activities and documents that need to be completed, set deadlines, and assign team members to specific tasks. Once activities are completed, you are able to update them to completed.

Create either templates that can be used over and over again for different transactions, or single activities specific to a transaction.

All team members are kept up to date, and a Service Report can be shared with your customer to keep them up to date on the progress of their purchase or listing.

Still need help? Click here and have your questions answers directly.
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found