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Creating an Activity Plan with the Activity Plan Builder

Last Updated: Aug 18, 2016 01:01PM MDT
Activity Plan Builder allows you to create activities checklists and plans that are right for you as an individual agent or for brokerages creating plans for their agents. Follow the steps below to create the perfect activity plans for your needs.

Note: For help creating plans check out a blog post by CMO Kelley Skar http://blog.repree.com/basecamp-checklists


1. Click on the Activities tab and then Activity Plan Builder.




2. Click Create Plan Template.




3. Fill out the Plan Template information.




4.1. Add activities to your New plan.




4.2. Add Activities to your New Plan.



4.3. Select your submission options.



4.4. Add a notification upon completion and/or a contact related to the activity. For example, add a vendor for "For Sale" sign on activity "Put up a For Sale sign".




4.5. Click Create once you have filled out your activity details!




5. You can add, edit and remove activities at any time.


 

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