Agency Actions

Written By: Nichole Robbins ยท last modified on 04/10/2014

What are Agency Actions?

Agency Actions can be used to keep track of arbitrarily defined events for your real estate agencies. For example, you could add an action titled Dropped Marketing Material, and then use that action to keep track of when you last delivered marketing material to each agency.

This great tracking feature can be found by navigating to Settings -- Office Settings -- What we see on the ISN -- Agency Actions

From there you can add any custom Agency Action by clicking on Add Agency Action

The Agency Actions that have been added will now be available for you to add to a specific agency under the agency's profile. Click on the Actions tab in order for your Agency Actions to appear in a drop down to allow for selection:

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