This area allows you to create Standard Activity Plans. Standard Activity Plans are comprised of Activities that are assigned implementation dates to form a dynamic management tool that is essential in maintaining a minimum standard of correspondence, i.e. Mail Merge letters, phone calls, reminders etc.  

Please ensure Standard Activities have been created before entering a new Standard Activity Plan. See
Create a New Activity.

 

Important Note: Activities and Activity Plans are Department configurable, therefore it is important before creating any Activities or Plans that you select the appropriate Department from the Department Drop Down List.
 

 To enter a New Standard Activity Plan

1.       Click on the Administration Menu/Function button.

2.       Under CRM, select on the Standard Activity Plan option.

3.       Click on the New button.

4.       Enter a Name for the new Activity Plan – this is normally a code or a unique identifier e.g.:

Auction

5.       Enter a Description for the new Activity Plan. e.g.: Listing Auction Plan

6.       Ensure the Automatically Attach check box is selected.

7.       Select the appropriate Target from the drop down list e.g.: Listing

8.       Select the appropriate Target Status for that Target if applicable. e.g.: Current.

9.       Select the appropriate Motivation range from the Drop Down List. e.g. High, Medium, Low.

10.     Left click onto the Right Hand Side of the Standard Activity Name Column, select the first

Activity for this plan.

11.     Press the <Tab> key

12.     Check the Description 

13.     Press the <Tab> Key

14.     Enter the number days into the Days Check column to indicate when the Activity is due to

occur once the plan is attached. Note that the Days Check relates specifically to how that particular activity has been set up e.g. if the Activity due date in the Activity plan on the Standard Activity indicates the activity is to occur From a certain date such as the Date Listed, then the Days Check is the number of days after this date. Alternatively if the Activity due date in the Activity plan on the Standard Activity indicates the activity is to occur Reverse from a certain date e.g. the Listing Expiring Date, then the Days Check is the number of days before this date. If neither the from or reverse from dates are selected then the Days Check relates to the number of days after the plan is attached.

15.     Repeat steps 10 – 14 to insert all remaining activities.

16.     Click on the  icon to view individual Activity Details.

17.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.