6/30/2023 0 Comments Paperless pipeline![]() ![]() If you do, set each synced calendar as a different color for easy recognition. Enter your search criteria in the Search section, click, then click your desired calendar link.Īnd keep in mind that you can set up more than one sync. Whether you need to keep an eye on tasks that contain a certain phrase in the task name, tasks that are related to a particular transaction, or tasks where a specific agent has been you can now sync tasks to your calendar based on any custom search you run on the Tasks Page. You can now run the Aggregate Performance report by Transaction Label to instantly assess how any property type is performing.įine-tune precisely which tasks to send to your external calendar Learn how each property type is performing in an instant Learn how to Schedule a Transaction Message to Send Later → Note that all send times are in Eastern Time. ![]() Messages will automatically be sent when the schedule criteria is met, then appear on the transaction in the Notes & Sent Emails section, as usual. Messages can be scheduled for an absolute date and time (e.g., April 22nd at 2pm ET), or they can be scheduled relative to a date on the transaction (e.g., 2 days after Close Date). ![]() To schedule a message, draft your message as you normally would, click attached to the Send button, then select. When drafting a message on a transaction, you now have the option to schedule that message to be automatically sent at a later date and time. ![]() Learn how to Schedule Messages Using Message Templates → Once the milestone you specify has been met on a transaction, you’ll be notified via email that a message has been generated for that transaction, and that it’s waiting for you to review and send in your Scheduled Messages queue. Trigger messages based on transaction dates being met or checklists tasks being completed. You can now set your Message Templates to automatically generate scheduled messages whenever the criteria you specify is met on a transaction. You no longer need to track when messages need to be sent based on activity on a transaction. Save time and avoid oversights by auto-generating custom scheduled messages when transaction milestones are met That placeholder will instantly let you know that a rule has been set, but not activated by its trigger date yet. Task that have had a due date rule applied, but whose trigger date has not yet been entered, will now have a visual placeholder in place of the missing date. Instantly know when a date rule has been set Hiding inaccurate contacts will ensure those contacts are not recommended to your team when they're adding contacts to transactions in the future, leading to more error-free contacts on transactions. You can now hide contact information that has been added incorrectly in the past or that is outdated. Make sure your team is adding the correct and most up-to-date information for contacts by ensuring the list they're pulling from is clean and updated. Prevent inaccurate contacts from being recommended The new Contact Management tool helps you ensure those contacts are both seamless to add and error-free.
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