You can now select more than one workflow when creating a transaction.

Pick a primary workflow for your core tasks, then layer on secondary workflows for specific scenarios. Think of it like building blocks: your standard "Buyer Side" workflow plus a "Relocation Package" add-on or agent-specific task list.

All tasks merge into one plan. Primary tasks come first, secondary tasks follow. Each task is labeled with its source workflow so you always know where
it came from.

You can also add workflows to transactions that are already in progress. New tasks append to the end without touching anything already in place.

Workflows must share the same Type and Market to be combined. The primary workflow's detail fields take priority when there are conflicts.

Learn more.