Save as my template
Turns the sale progress you have built on one listing into a template you can reuse on the next one.
Where to find it
Listings, open a listing, Sale progress card header
How to use it
- 1Set the listing's steps up the way you want them: wording, order, phases, owners, deadlines and which ones are Agent only.
- 2Press Save as my template in the Sale progress header and name it.
- 3The template keeps each step's title, notes, owner, phase, relative deadline and its Agent only setting.
- 4Edit it later on the Checklists page, Templates tab.
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