An Activity Plan is used when you have a new buyer or seller. An Activity Plan allows you to create a list of important activities and documents that need to be completed, set deadlines, and assign team members to specific tasks. Once activities are completed, you are able to update them to completed.
Create either templates that can be used over and over again for different transactions, or single activities specific to a transaction.
All team members are kept up to date, and a Service Report can be shared with your customer to keep them up to date on the progress of their purchase or listing.