Agency Actions

This article explains the Agency Actions feature and shows you how to use it.

Sydney Honda avatar
Written by Sydney Honda
Updated over a week ago

What are Agency Actions exactly?

Agency Actions can be used to keep track of arbitrarily defined events for your real estate agencies. For example, you could add an action titled 'Dropped Marketing Material' and then use that action to keep track of when you last delivered marketing material to each agency.

This great tracking feature can be found by navigating to Settings --> Office Settings --> What we see on the ISN --> Agency Actions

From there you can add any custom Agency Action by clicking on the 'Add Agency Action' tab.

The Agency Actions that have been added will now be available for you to add to a specific agency under the agency's profile. Click on the 'Actions' tab in order for your Agency Actions to appear in the dropdown menu to be selected:

If you have any questions about this process please let us know! You can reach us by chat, email at, or phone at (800) 700-8112.

Did this answer your question?