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.





  • To edit, click "Add Date" for the field you want to change.




  • Click the Gray bar to Add/edit the calendar date.

 




  • Select the Date.



  • You may set a reminder and select the color of the event.
  • Once finished, click Save.




TO DO'S / TASKS


  • 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, Date/Time and Save.