Help Center

Workflows - Some quick tips




We have a library of Free/Public and Fee/Premium Workflows

  • Go to Workflows (top of the screen) click on the + and then Add Workflows from Library. If you are interested in one of the Public ones, just click on it and then click on Install


  • For the Premium ones, click on them and you will see either a Web site address or an email address with which to contact them for inquiries or to purchase
  • For Diggs workflows, please email to order

Two of our most popular, very easy workflows

  • 90 Day Touch - Change it to three or six months if you like. This will keep you on top of your calls
  • Important Dates - Get them on your calendar

Ready to make the leap to do some bigger workflows?

You can install our free Client Services Workflows - 13 of them, including escrow/closing for buyers, sellers and listing workflows.

Workflows can not currently be assigned to more than one Contact/Property/Transaction at a time

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