Summary
The Annual Dates section of the Contact Records is designed to help you keep track of the important dates for that Contact Record.
These include:
Birthday
Purchase Date(system generated)
Lease Date
Sold Date(system generated)
Other
The title fields lets you identify the annual date. For example if you select Purchase Date you can then use the Title to identify which property the Contact Purchased
When saved, the date will display as follows:
Automatic Annual Dates
Annual Dates are automatically populated for Contact Records when the OFFER record is marked as Settled or Leased.
NOTE: Because the Offer record is the trigger for the Automatic Special Date, Residential Leases do not create special date, since they don’t have offer records.
A property is sold and the Contact is the Buyer
When this occurs, the Annual Date is created with Type = Purchase Date & Title = Purchased {short address} is created.
A commercial property is lease and the Contact is the Tenant
When this occurs, the Annual Date is created with Type = Leased Date & Title = Leased {short address} is created.
Action Plan Triggers
Annual Dates are great to use for Action Plans to follow up with Owners of properties you’ve sold to. You can set up lengthy Action Plans that touch base with the owners annually, or as frequently as you like. Learn more about creating Action Plans HERE.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article