Documentation
Prepare your first task
Choose the context, describe the outcome and review the saved result.
Choose the outcome
Start with a listing brief, the next steps in a deal or a client follow-up you need to prepare. Name a concrete outcome so you can check the result.
Bring the right context
Work in the relevant personal, team or brokerage workspace. Choose the person, listing or deal involved and clarify missing details before treating a draft as finished.
Review and return
Check the result and any proposed actions. Saved work and activity help you find it again. An unsent draft is not a sent message, and a prepared file is not a published listing.