1

New Activity Event Due x number for days Before Action Plan End Date

  • Open

J
Jon Putt

For action plans used for active listings, closings, etc., there are some tasks that are related to the end date instead of the start date. Also, the end date could be different for every transaction. Examples of tasks that this applies to are: extending a listing agreement 14 days before it expires, or setting up a buyer's final walk-thru 7 days prior to closing. It's not possible to set those properly based on the start date of the action plan. I've attached an image of how Top Producer does it.


A