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 individual agent or for brokerages creating plans for their agents. Follow the steps below to create the perfect activity plans for your needs.
 

1. Click on the Activities tab and then Activity Plan Builder.

 

2. Click Create Plan Template.

 

3. Fill out the Plan Template information.

 

4.1. Add activities to your New plan.

 

4.2. Add Activities to your New Plan.

 

4.3. Select your submission options.

 

4.4. Add a notification upon completion and/or a contact related to the activity. For example, add a vendor for "For Sale" sign on activity "Put up a For Sale sign".



4.5. Click Create once you have filled out your activity details!