Action Plans, sometimes known as trails, are effectively automated to-do lists that are triggered by events in your office. Action plans help you stay on top of day-to-day tasks and maintain a unified work effort amongst your team – ensuring no tasks or to-dos are forgotten along the way.
Integrated as a service in iDashboard, Action Plans can be setup every time a new listing or prospect comes into the picture and provide an automated check list complete with reminders. You can set up Action Plans for every single step of the real estate sales cycle – set up unlimited, customised action plans for customers or properties, customise trigger what triggers them and more.
In iDashboard, your action plans are completely customisable to suit your personal needs.
If you require assistance in setting up or using Action Plans within iDashboard check out our help articles: