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  • What is an Activity Plan

    An Activity Plan is used when you have a new buyer or seller. An Activity Plan allows you to create a list of ...

    Aug 18, 2016 01:01PM MDT
  • What is an Activity Group

    An Activity Group is a way in which you can filter your tasks within your Activity Plans. With multiple purcha...

    Aug 18, 2016 01:01PM MDT
  • Creating an Activity Plan with the Activity Plan Builder

    Activity Plan Builder allows you to create activities checklists and plans that are right for you as an indivi...

    Aug 18, 2016 01:01PM MDT
  • Managing Your Activities

    We know how crucial clearly organizing your daily activities is to your success. In this repree video tutorial...

    Aug 18, 2016 01:01PM MDT
  • Create a Checklist of Tasks in Activities

    Checklist in Activities Create checklists for tasks to keep yourself on track and keep your clients happy! ‚Äč

    Aug 15, 2014 02:50PM MDT
  • Activity Plan based on Closing Date

    To create an activity plan based on Closing Date rather than Start Date: NEW PLAN: Click on the Activities Ta...

    Oct 20, 2015 04:02PM MDT
  • Creating a Review Group

    Create a Review group to designate any members of that group to review an activity. Any member of the review g...

    Aug 17, 2017 04:53PM MDT
  • Creating Submission Activities From Conditions

    Submit conditions as activities to stay organized! 1) First, select the client and the transaction where cond...

    Jul 20, 2016 11:33AM MDT

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