Detail Boxes: Manage Any Information You Want
Detail Boxes: How to Customize the Information you Track Nekst is designed for users to manage properties and processes that fall under 5 different categories. We call these 5 categories, "Types": Listings Pending Buyers Pending Sellers Pending Dual Other (Processes) For each Type, you typically want to track different information. For Listings, you don't need to track pending details since you are not under contract. For Pending BFeaturedStandard Task Box Overview
Standard Task Box Overview Nekst allows you to add individual tasks to a property during the initial setup as well as any time after a plan has been applied. To add a single task, you can select "Add Task" from the Tasks Page or from an Individual Property Page Select the Type of task you want to apply. From the "Tasks" page, you must also select the Property in whichFew readersEmail Task Overview - How to send Pre-written Emails
Email Task Overview - How to send Pre-written Emails Nekst makes it easy to send out pre-written (canned) emails throughout the transactions. Emails can be sent to ANY party of the transaction. Here are a few tips & tricks: All emails come pre-formatted with the following: Property name at the end of the Email Subject line (ex. Time to Transfer Utilities - 456 Main St) The 456 Main St gets added automatically Don't use an opening greeting. The emails come pre-formatted withFew readersSMS Task Overview
Learn how to implement SMS tasks in your business and get your client to Opt-In to receive messages.Few readersAdding, Removing & Managing Tasks
Adding, Removing & Managing Tasks Adding Tasks Tasks can easily be added to a Plan or Property by clicking the +Add A Task Button at the top of the page. Managing Tasks To edit tasks within a plan you have already applied to a property, you can easily update the following within each task box: The task title Due Date Party Assignment (who is responsible for completing thFew readersSmart Tags: Pre-fill your Emails with Transaction Info
Nekst allows users to apply Smart Tags to their EMail and SMS messages so that transaction information will auto-populate within communication throughout the transaction.Popular