ADMIN: Automatically Attaching Listing Action Plans to a Listing

ADMIN: Automatically Attaching Listing Action Plans to a Listing


You can have a Listing Action Plan automatically attach to any New Listing that comes into the system or any Listing that gets a Price Reduction.


To Auto Attach Listing Plans

  1. Go to your Settings icon in the upper right hand corner of ClientBAY. 
  2. Select Office Locations from the Company section. This will open up your Office Location Dashboard.
  3. Select the Office you are utilizing this Action Plan for.
  4. Select the Preferences tab at the top of the screen.
  5. Scroll down to the section called Default Action Plans.
  6. Click the spyglass for the Just Listed Action Plan or Reduced Price Action Plan and it will bring up all of the Listing Action Plans that have been created.
  7. Select the action plan that you want to be default. 
  8. Press Save

If you want to take that Action Plan off and no longer have it as a Default Action Plan for your Agents, select the X button next to the spyglass.

Be sure to press the Save button in the upper right hand corner of the page to save any changes.

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