Assigning an Activity Plan to a Listing

To assign a Listing or Closing Activity Plan to an Active Business listing:

1.   From the listing’s Activity Plans tab, click Assign a New Activity Plan.

2.   Enter the plan start / event date (defaults to the current date).

3.   Select whether to assign a Listing or Closing plan.

4.   To search for the desired plan, select the method of correspondence from the list and/or enter a keyword in the plan name and click Search Plans to limit the list of plans to select from.

5.   Click the check box next to the plan you wish to select and click Continue.

6.   The next screen displays a list of the plan tasks and the due date automatically assigned to each task. If necessary, prior to assigning the plan, you can modify the automatically assigned date for each task, or remove the check in the Include column to exclude the task altogether.

Note: If the Include box is unchecked and the due date is not automatically assigned for a given task, this means that the date on which task is based has not been entered for the listing. If you still wish to create the task, simply select the desired due date and check the Include box.

Note: At this point nothing has actually been assigned or created. If for some reason you do not wish to assign the plan, click Cancel. If you wish to assign a different plan or change the plan start date, click Back and return to step 2.

Each task includes an Assign Task To drop-down list for the selection of the team member to which each task is to be assigned. For email and letter tasks, an additional Send From drop-down list provides for the selection of the team member’s branding to use for the email or letter. The default assignments are based on the set up of the activity plan. The top of the page includes drop-down lists and Update buttons to allow you to easily update the Assign Task To and/or Send From team member selections for all activity plan tasks.

7.   If you are representing both the Seller and Buyer, indicate which party the tasks are to be assigned to.

8.   Click Assign Plan & Create Selected Tasks.

For information on viewing and completing activity plan tasks assigned to a listing, see Viewing the Activities for a Listing.