Going from Listing to Pending: Using more than One Plan on a Property
**Going from Listing to Pending: Using more than One Action Plan on a Property**
Nekst allows you to add multiple plans to a property. Following the same steps taken to apply your initial plan, you can select a NEW plan from Property Details box on the Property Details page.
4 Step Process to applying an additional plan**
Step 1: Select the desired plan from the drop down.
Step 2: Revise your dates to match the "Start" date and "End Date" of the soon-to-be-launched plan and click "Update" at the bottom to apply your plan.
Step 3: Review and revise your tasks to match the contract terms.
Step 4: Add any new team members or transaction parties to the property
If your listing goes under contract quickly, there may be a large number of "Listing Plan" tasks that need removed. Once you "Launch" your tasks, you will be given 2 options for handling the old, outstanding tasks:
New tasks will be applied to this transaction. Tasks from the previous plan should be:
Option 1 - Removed (This will delete any active tasks for the property before the new tasks are applied)
Option 2 - Left As-Is (Keep Existing Tasks on your To-Do List)
After that, you're ready to start executing on your new plan!
Updated on: 03/29/2023
Thank you!