Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Welcome to the Help area. You can get help with IXACT Contact in a number of ways:
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Closing Activity Plans are plans that can be assigned to Active Business listings.
To create a Closing Activity Plan:
1. Click Activity Plans in the top navigation bar.
The Activity Plan list screen appears, listing the pre-loaded plans as well as any plans you have created yourself.
2. In the Closing Plans section of the list, click Create New Closing Plan. The Add a Closing Activity Plan screen appears.
3. Enter the name and description of the plan.
4. To add a task to the plan, click Add Task.
5. Enter the task description and activity type.
6. If the activity type is Email, indicate whether or not you want the email to auto-send on the task due date.
7. Select the key listing date on which the task due date should be calculated, and enter the days before or after this date that the task will be due. Indicate whether you would like a reminder for the task.
Note: To help you calculate the due days, click Use calendar to calculate number of days from today.
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The Assign To selection provides for the assignment of each task to a member of your team. Each task can either be assigned to a specific team member, the team member who assigns the plan to a listing, the seller closing agent assigned to the listing, or the buyer closing agent assigned to the listing. |
8. If you do not want the task to be due on a Saturday or Sunday, indicate whether you would like the task to be automatically moved to the previous or next business day.
9. Indicate whether you would like the task description to be automatically added to the listing service report upon completing the task.
10. Enter any notes for the task.
11. If the activity type selected in Step 6 is either Letter or Email, select the template at the bottom of the screen. Enter a keyword in the template name and click Search to limit the list of templates to select from. Upon selecting a template in the list, click Preview Content to view the contents of the template and confirm that you have made the right selection.
Note: You can preview emails and/or letters for existing activity plans by clicking the Preview link for each task in the plan task list.
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The From option provides for the selection of the team member branding to be used for each email or letter task. Each email or letter can use the branding of a specific team member, or it can use the branding of the team member who assigns the plan to a listing. |
12. Click Save.
13. Repeat steps 4 through 12 until you have created all the tasks for your Activity Plan.
14. Click Save in the Add a Closing Activity Plan screen.
