Action Plans: Streamline Your Workflow and Tasks with iDashboard
Managing multiple tasks, keeping track of client interactions, and ensuring that every property is marketed effectively can be overwhelming. That’s where iDashboard’s Action Plans come in. Designed to automate and streamline your workflow, Action Plans allow you to set up pre-defined task lists that can be triggered automatically based on specific actions. Whether you’re onboarding a new contact or handling a property listing, iDashboard’s Action Plans ensure nothing falls through the cracks.
