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Enable the touch points you want to include and set their target dates and recurrence.
Add a single task straight to your calendar. It is not part of a touch plan, so it shows up immediately - no need to generate anything.
Goes straight to the calendar
Add one-time custom touch points for specific advocates or events.
Create a one-time touch point
Each custom task you create here gets a tile. Change its schedule and click Save - upcoming tasks are rescheduled, completed and past-due ones stay as history. The trash can removes the task and everything it created.
Say how often you hold open houses - one answer for every step below - then tick the steps you want on your calendar and the days each one happens. Open house steps keep their real day, weekends included. Click Generate above when you're done.
Each custom task you create here gets a tile. Change its schedule and click Save - upcoming tasks are rescheduled, completed and past-due ones stay as history. The trash can removes the task and everything it created.
Nothing here yet - Social Media planning is coming soon. You can still create a custom task below.
Each custom task you create here gets a tile. Change its schedule and click Save - upcoming tasks are rescheduled, completed and past-due ones stay as history. The trash can removes the task and everything it created.
Nothing here yet - FSBO planning is coming soon. You can still create a custom task below.
Each custom task you create here gets a tile. Change its schedule and click Save - upcoming tasks are rescheduled, completed and past-due ones stay as history. The trash can removes the task and everything it created.
Nothing here yet - Expireds planning is coming soon. You can still create a custom task below.
Each custom task you create here gets a tile. Change its schedule and click Save - upcoming tasks are rescheduled, completed and past-due ones stay as history. The trash can removes the task and everything it created.
Nothing here yet - this tab is for custom tasks that do not belong to any of the other tabs. Create one below while this tab is open and it files here.
Custom tasks that do not belong to any other tab. Open a tile with the triangle to change its schedule and click Save - upcoming tasks are rescheduled, completed and past-due ones stay as history. The trash can removes the task and everything it created.
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