Action plans explain the way your real estate business will meet its obligations through detailed action tasks that instruct how and when these tasks will be completed. The plans should be complete, clear and relevant.
Follow-Ups Tasks and Action Plans
This video explains how and when to use the Follow Ups feature, insert individual Tasks into the diary or assign Action Plans. Whether you use one or all to meet your obligations, COMET handles it with ease.
Removing Action Plan Tasks
Having the ability to pause or remove assigned action plans is just as important as assigning them, especially when circumstances change. You will learn how to remove incomplete tasks without deleting important historical information.