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Multiple Plans for Transactions/Tasks associated with transactions

Would like to be able to add multiple plans for each transaction.When a task is generated under the transaction, needs it to reference the name of the transaction and the primary contact of that transaction

There is no way to identify the primary contact on a transaction

  • Guest
  • Jul 8 2020
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  • Admin
    Steven Lopez commented
    6 Nov, 2020 12:57am

    Hello Lions,

    You can now create and launch plans for the different stages of a transaction. I added a help article below to show you how:

    As for the other request regarding tasks in transactions, I merged the vote to a similar request. I added the link to the request below :

  • Guest commented
    23 Oct, 2020 11:49pm

    We have a plan for listings and then when listings go into escrow until close. Need to be able to put a listing plan on a transaction and then when open escrow, add additional plan with new contacts and steps for team involved (like escrow, title, lender, etc). Not all listings sell, so we don't want to add a huge transaction plan with many tasks that may not be used at all.

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