There are five types of plans available: Action plans, Listing plans, Closing plans, Marketing report plans, and Closing report plans. Set up your plans to target virtually any demographic segment or customer group. Using an existing or new category, you can schedule activities and associate them with selected contacts, listings, and closings.
Once applied, you can prioritize your activities, set reminders and drop off dates, as well as assign them to an assistant for follow up. The scheduled events will be displayed in Today's business.