In the “Calendar” tab, you can edit important dates for your transaction and view current tasks for this transaction. These dates will be added to your global calendar. Brokerage managers can configure the dates that are available in the Setup > User Fields > [Brokerage Name] > Transaction Date.
In order to edit, click on the grey calendar button of the field you want to change.
Add/edit the calendar date accordingly (as well as set reminders ), and click the blue “Save” button to save.
If you want to delete a calendar event, click on the date you want to delete and when the pop up menu appears, select “Delete”.
On the right side, you can view the current tasks for this transaction or add a new one. When adding a new one it will automatically select the current transaction, just fill out the description and time for the task. Check out our dashboard helpdesk for more information on how to use the to-do widget.