Intuitive and Detailed Action Plans

• Appointment Set AND Met Date can have tasks relative to them

          - Example: 
            1 day before Appointment Set Date - Confirm Appointment
            2 days after Appointment - Send Handwritten Note

• Elastic Dates

          - When the Appointment Set or Met date changes, the action plan tasks will also AUTOMATICALLY update!

• Automated Triggers

          - Set up triggers to reduce some of the work on your agents' part
          - AUTOMATICALLY apply/unapply action plans based on lead status change and appointment status update
          - Example: Seize The Market will unapply a "New Lead" action plan once the status has been updated to "Hot A Lead," it will also apply the new "Hot A Lead" action plan AUTOMATICALLY!!!

• Create Action Plans for Buyers, Sellers, Closings, Listings, Recruits, Projects, and MORE