Hey Marty! When building a SmartPlan and adding an "send email", I'd like to use my own design template, but when I choose the HTML option I only get 6 KWRI templates. How can I access my own templates? Thanks!
As an transaction coordinator, I do about 10 tasks when we close escrow. It looks like I can't make these task happen on the same date. What other way should I create my task list?
Can you put in actual dates instead of # of days?
Outstanding tool and beautifully brought to life with another great demo. Thanks Thanks
It would be nice if we could pick a date to send specific emails, call, etc.
Hey Marty! When building a SmartPlan and adding an "send email", I'd like to use my own design template, but when I choose the HTML option I only get 6 KWRI templates. How can I access my own templates? Thanks!
How can I delete an active smartplan? Is there a way?
Hey Kaye! You'd have to remove everyone that's on the SmartPlan first and then you can delete it.
@@MartyMillerwithKW Wow! Thank you so much Marty! 😊
are the 3.0 videos arranged from day 1- day 66. If so, how can i place in order?
As an transaction coordinator, I do about 10 tasks when we close escrow. It looks like I can't make these task happen on the same date. What other way should I create my task list?
How do I add my email signature? I don't see an option for it nor is it included in the recipient's email.