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Specific dates on transaction follow up plans

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3 people support this

Specific dates on transaction follow up plans

Ashley Lowman

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Related Topics

Specific Date customization in Transaction Plans
Transaction Follow-Up Plans
drip campaign of tasks with manually editing content, adding attachments and date setup
Assign tasks to a role and not just a person
Transaction Timeline and Data Entry
CLOSINGS - More Features for Closings
Assign task to multiple users
Please add a field specific for Home Anniversary Date
From Ericlee
For Recurring Tasks use Date Fields from the Contact Data Base in addition to Calendar dates

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