Start, Edit, & Remove Follow Up Plans

How to Start a Follow Up Plan

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

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 appear

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"


How to Edit and Delete a Follow Up Plan

1- Under Property Plans locate the Edit button and the Remove button

2- Edit will allow you to change the name of the plan

3- Remove will completely delete the property plan

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