Calendar

Owned by Holley Vosburgh
Last updated: Mar 14, 2023
1 min read

This section allows you to view events in your agent calendar.

You can add events by clicking on add event.

  • You can choose if the event will be visible only to you, only to brokers, only to brokerage staff or selected users.

  • You can add a description to the event.

  • You can add details

  • And you have to add a start date and an end date

  • If you want, you can add a reminder for the event

For now, only synchronization with Google calendar is available.

The calendar includes:

  • Agent and agency staff birthdays and anniversaries.

  • CRM: Pick-ups, birthdays and anniversaries, tasks

  • Listings: Expiring, new listings

  • Transaction Reports: Terms of Sale, Transactions to be Notarized

  • Transactions: Terms of Sale, New Transactions, Transactions to be Notarized, Possession

  • Events

  • File follow-ups

Done!