Summary

Since Action Plans are comprised of multiple events, email events, or tasks, it is essential to be kept aware of the status and if there are any upcoming tasks to complete. Throughout the Action Plan, different emails will be sent to the assigned parties if there is a contact to be made or an appointment, such as a showing or trade show.

 FAQ

Q: Who receives email notifications for Action Plans?

A: Email notifications are sent to Agents who are assigned tasks or events during the duration of an action plan.

How does this differ for agents?

As this is a Task & Event setting option, only admin and brokers can assign action plans, tasks, or emails. The email notifications can be sent to admin, broker, agent, or employee.