Market Report Elements - Next Steps

Market Report Elements - Next Steps

This guide will walk you through adding a Next Steps in your Market Report.

The Next Steps section is designed to guide clients on what to do after reviewing the report. This is a customizable section where you can outline follow up actions, recommendations or milestones to keep the sales or appraisal process moving forward.

How to access:

1. Click Next Steps in the sidebar
   
2. Toggle the section ON
   
3. Use the rich text editor to type instructions, bullet points or merge fields
   
4. Click Save to apply changes