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When a checklist has been archived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.
At the bottom, there is a bar with the agents that will be sent a notification about the new activity. You can choose to add or delete people from that bar and you can disable it by clicking the green bell.
After adding a new activity and sending out notifications, it will keep track of who it sent notifications to.
After clicking the green bell to disable sending notifications, the button color will change to grey and the bottom bar will disappear. No notifications will be sent to agents on the creation of a new activity.
