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Property Profile - The Timeline

The Timeline gives you a chronological list of the properties activity.  This includes all status changes, offers made, viewings booked et...

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Written by Brad Roby

The Timeline gives you a chronological list of the properties activity. This includes all status changes, offers made, viewings booked etc.

You can search for a particular note using the search bar.
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You can also use the note filter to only see certain types of notes on the timeline. 'Notes' is anything you have added in manually, for example, a note on the timeline, or a note made in the sales progression for this property.
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To add a note on to the timeline, simply scroll up to the top of the timeline and add your note, and then click 'Save Note'
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Property history is everything else, status changes of the property, viewings booked, offers received, offer decisions etc.
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The detailed activities button at the top right of the timeline, adds extras in to the timeline like tasks that have been created related to that property
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You can refresh the timeline by clicking the curly arrows next to the detailed activities button.
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You can also filter the time line based on time. You can select to only see what has happened, this week, this month, this year, or for all time.
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When going through your notes, you can pin anything you find important to the top of the timeline. Simply hover over the note, and click the pin.
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Pinned notes have a magenta tint to them and are stuck at the top of the timeline. To unpin a note, simply follow the same process. Click on the pin to unpin it.
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