12-07-2008 06:39 PM
I have just purchased ACT for Real Estate, which comes with many activity series which are specific to the real estate industry. Before I import my contacts into ACT and start scheduling activities, I'd like to view the stock activity series and modify them as needed. Is there anywhere in the documentation that details what is in the various activity series, or a way I can print them so I can figure out what I will need to change?
Anybrokers/agents out there with recommendations/best practices?
Thanks in advance!
12-10-2008 10:25 AM
12-10-2008 12:50 PM
I will look into it to see if I can find some documentation for this. We do have a KB article for ACT! for Real Estate 2006. Not sure if the same activity series exist in 2008.
12-11-2008 09:28 AM - edited 12-11-2008 10:28 AM
Thanks again Dave. That would be helpful!
I took a look at what is in the KB article above. This is exactly what I am looking for for the 2008 version! With this I can evaluate the activities I currently do, and compare them with the existing activity series in ACT. Then I can figure out what of the activity series needs to be customized to reflect my business. This is much easier with a list than going into each activity series individually. I am looking forward to seeing what you can find out...
12-11-2008 02:17 PM
All the activity series in the KB existin ACT! for Real Estate 2008. The 2008 version has one additional activity series.
Closing Activities Activty Series:
|Type of Activity||From Anchor Date||Regarding||Duration||Priority|
|Closing Activity||-30 days||Contract Offer Accepted and Signed||2 hrs||Med|
|Closing Activity||-29 days||Retain Attorney to Review Contract||3 hrs||Med|
|Closing Activity||-27 days||Deposit Earnest Money||2 hrs||Med|
|Closing Activity||-25 days||Order Property Inspection||1 hr||Med|
|Closing Activity||-20 days||Review Property Inspection||3 hrs||Med|
|Closing Activity||-18 days||Confirm Appraisal Has Been Ordered||1 hr||Med|
|Closing Activity||-15 days||Confirm Mortgage Contingency is Met||3 hrs||Med|
|Closing Activity||-14 days||Confirm Survey Ordered by Closing Agent and Title Company||1 hr||Med|
|Closing Activity||-13 days||Repairs Complete and Reviewed by all Parties||3 hrs||Med|
|Closing Activity||-7 days||Confirm Final Walkthrough Date||30 min||Med|
|Closing Activity||-2 days||Final Walkthrough||3 hrs||Med|
|Closing Activity||-1 day||Remove Lockbox||1 hr||Med|
|Closing Activity||-1 day||Confirm Closing Figures with Closing Agent||1 hr||Med|
|Closing Activity||0 day||Closing Date||2 hrs||Med|
|Closing Activity||5 days||Send Thank You Letter/Gifts||1 hr||Med|