Checklists and templates
One page with two tabs. Checklists holds every checklist across your listings and buyers. Templates holds the checklist and sale progress templates new records start from.
Where to find it
Checklists in the sidebar, Checklists and Templates tabs
How to use it
- 1Open Checklists from the sidebar.
- 2Use the Templates tab to create or open a template.
- 3For each item set the offset in days and the anchor: accepted, listed, closing or created.
- 4Delete any template you do not want. A built in one you delete is simply hidden for your account.
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