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. Property Details Box 4 Step Process to applying an additional plan Step 1: Select the desired pFew readersHow to Modify an Existing Nekst Plan
How to modify an Existing Nekst Plan The easiest option to get started with Nekst is to review and revise the pre-loaded Nekst Plans to fit your business. Here is a quick step-by-step guide for creating your first customized Plan in Nekst. Modify a Pre-Loaded Nekst Plan Click on the "Plans" tab in the top navigation bar. Pick a plan you would like to review and customize to fit your business. Click on the "Edit Plan" button and select "Copy Plan" in order to make edits. (https:Few readersHow to Create a New Plan/Checklist
How to create a New Plan/Checklist (Video) If you already have a paper checklist, excel document or free to-do program that you are using manage your tasks, print that off and easily incorporate all of the tasks into Nekst. First Step - Click on the "Plans" tab on the top navigation bar. You can modify an existing pre-loaded plan or create a new plan from scratch by clicking the "Create New Plan" button. Give the New Plan a Name and associate it with one of tFew readersEditing & Sharing an Existing Plan
Editing & Sharing an Existing Plan (Video) Sharing a Plan Nekst encourages it's users to share best practices using the built in "SHARE PLAN" button. You will be prompted to to enter as many email addresses you like in the pop-up window to share your plan. ExistFew readersTask Groups: Linking Tasks Together
Task Groups: Linking Multiple Tasks Together for Easy Plan Building & Launching new Transactions Within each action plan, you can now group tasks together that all relate to a certain component of your Action Plan, such as "Inspection Related Tasks" or "Post Closing Occupancy" tasks. HOW TO CREATE GROUPS Step 1: Add the Group From the Setup Page - You can create as many groups as you want, which can be used for any Property Type. You can also aFew readers