Making and Using RealePlans™
 
Using the RealePlans™ features:
RealePlans are a set of predefined activities that can consist of appointments, tasks, meetings, phone calls, faxes, drip email campaigns, and document preparation that you can apply all at one time to a prospect or property.  There may be from 1 to dozens of activities in any plan.  There are three tabs associated with the RealePlans folder:
My Activities Tab


Applied RealePlans™ Tab


RealePlans™ Templates Tab


RealePlans™ - My Activities Tab:  Shows appointments and tasks that are due now/overdue or appointments and tasks that will be due at a specified time period.

RealePlans™ - Applied Plans Tab:  Shows details for, and allows interaction with RealePlans that have been applied to a Person, Company and/or Property.

RealePlans™ Templates Tab:  This pages shows you how to create active plan items using the built in Wizard.

Creating Custom RealePlans™ Plans:  This page will walk you through making a simple plan.  If you are in need of a specialized complex plan, we can work with you to create it.

RealePlans™ - Manual Approval of Activities:  You can choose to approve any task before it is performed.  What you see when that happens is described on this page.

How to Apply RealePlans™:  This page will walk you through applying a plan.  While the process isn't complicated, there are a few things you need to know.

Printing RealePlans™:  This page takes you through printing plans and reports.  If you are in need of a specialized complex plan, we can work with you to create it.