Under the “Activity” tab, events will automatically create entries for important transaction events, including:
When a contact, vendor, or agent has been added to the transaction
When a contact, vendor, or agent has been removed from the transaction
When documents have been sent for signing
When a signature request has been completed
When an email has been sent to the transaction’s dropbox email address
When documents have been shared with a contact or vendor
When the transaction’s status has been updated
When a checklist has been archived
When the transaction’s commissions have been finalized
When the transaction’s commissions have been synchronized to Quickbooks Online
This tab functions just like the "Activity" tab in your CRM, which means that you can also record and review notes, keep track of important events, and collaborate with other agents on the transaction. More activity types user fields can be added at the brokerage level only to be used in transaction activities.
Click + Add Activity in the upper right corner, and the following box will open.
Use the dropdown next to Note to see other types of activities.
Type your Note in the Description box.
To Notify Agents, click in the box to see the available options or begin typing the person's name and click Add at the bottom.
Once the Activity has been created you can add it to your Calendar or Add a task by clicking on the 3 dots icon to the right of the activity.
