The Timeline page gives you access to the main key dates and events of your deal, which is especially helpful for the contract-to-close period. You can add or edit any of the events on your timeline. Additionally, you can set text and email notifications to be automatically sent to any participant on the deal before the deadline. You can also sync the events to your calendar and invite participants as guests. With the Timeline you will never miss a deadline again.
How to Add Key Dates
To add your own key dates, select the Add Key Date button at the bottom of the timeline. Then you can name your new key date, set a deadline and a notification to remind you when the deadline is approaching.
Sync to Your Calendar
As the agent of the transaction, you can sync these dates to your Gmail or Outlook calendar account and an event will be created for each date you decide to sync.
Set Notifications
You can set notifications to remind your client, team and cooperating agent of an upcoming deadline. This will help streamline communication about important milestones.
To do this, click on the key date. A side bar will appear with the option to Add Notification.
Next, select the Add Notification option and choose the recipients, when you want the notification to be sent and how you would like it to be sent.
