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