Estimated Marketing Date

You can add an Estimated Marketing Date for a property in BDP, allowing automated email rules to trigger based on this date.

To enable, an Administrator can:

  1. Navigate to Configuration > Configuration > Account Configuration widget.
  2. Enable the Estimated Marketing Date option.
  3. The Estimated Marketing Date option will appear in the left hand Tool when you navigate to a proeprty.

Set Estimated Marketing Date:

This works similarly to how the Closing Date tool works.

  1. Click on the Set Estimated Closing Date option on the left hand Tools menu.

    2. Image of estimated marketing date tool

  2. Set the Estimated Marketing Date as you would for the Closing Date in the pop-up.

    3. Estimated marketing date modal

  3. The property listing and Dashbaord will show the Estimated Marketing Date for the property in bold green

    4. Estimated marketing date appearance

Rules – Trigger Events

You can create business rules to automate actions based on the following triggers related to the Estimated Marketing Date:

  • Estimated Marketing Date Set
  • Estimated Marketing Date Amended
  • Estimated Marketing Date Cancelled
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