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Activity Plan based on Closing Date

Activity Plan based on Closing Date

May 14, 2021

Description



NEW PLAN: Click on the Activities Tab > Activity Plan Builder > Create Plan Template >


To create an activity plan based on Closing Date rather than Start Date:

EXISTING PLAN: Click on the Activities Tab > Activity Plan Builder > Select the Plan from the Drop Down > click on the Edit Pencil >

and in the Plan Start Date Title field enter Closing Date > Create (NEW PLAN) or Save (EXISTING PLAN)



In the Activity itself make the days go into the negatives to have the activity due before the Closing Date.

Instructions

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