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How to Start a Transaction Follow Up Plan on A Property

1- From the navigation bar, click on "Property".

2- From there, stay on the "Property Manager" page.

3- In the table, next to the property you want to assign a transaction follow up plan, click on the icon "Add Follow Up Plan"

4- A window will roll down

5- Fill out the Start and Closing Date, assign the plan to a contact and choose the plan you want

6- When you are done hit "Start Plan"

 

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