Q: I am defining a workflow to reflect my whole transaction process, which is 2 steps in my state. We submit an Offer to Purchase, and once it is accepted, we execute a Purchase and Sales. There is a delay of 10-14 days between the 2 contracts.
In Realvolve there are several options as to how to do this, such as Start Date, Contract Date, Acceptance Date, Offer Delivery Date, Contingent Sale Contract Date, etc. What direction should I go with all these values?
A: Your first activity will be 0 days after Offer Delivery Date. Then activity two will be 14 days after completion date. Choose activity #1 in the last drop down of the schedule popup window. This way #2 activity won't back assigned a date until the offer delivery is completed.