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transaction plan automatic task date changes



When I have add a "property" to a client I assign that user a "transaction task plan" that I created. For example a "buyer under contract" or "listing under contract"plan. This plan I have created the days for the tasks to come in and remind me what I need to do to get the deal closed. However sometimes I need to push back the "closing date". When I push back the closing date I would like my task dates to AUTOMATICALLY adjust accordingly to the closing date. HOW can we make this happen!!!? THIS IS A HUGE service to us brokers to be able to be reminded what our tasks are but as you know, more often then not the closing dates are slightly adjusted and I need my tasks to be as well without me having to tediously go into every single task and adjust the dates. PLEASE HELP!!!!!

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  • Aug 20 2019
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