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Drip campagin task trigged by close of escrow date

Example:  Be able to schedule follow up calls, email, etc based on x many days after close, such as such as 1 year, 2 year 3 year, etc anniversary

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  • Jul 24 2019
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    Steven Lopez commented
    7 May, 2020 09:28pm

    Hey Lions,

    You can create a Transaction plan that will trigger emails, text messages, and task reminders on/before/after key contract dates such as escrow date.

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