Editing Your Campaign Calendar

Overview

The campaign calendar page shows the vendor a week-by-week plan for their campaign — photography, launch, open homes, and auction or closing dates. This article covers:

• Opening the campaign calendar
• Setting the campaign start date and method of sale
• Editing milestones
• Saving a calendar as an office default

Opening the campaign calendar

1. Open the proposal and select the Campaign Calendar page from the left-hand page panel.
2. The calendar generates from your office's default campaign plan, anchored to a placeholder start date.

Setting the campaign start date and method of sale

1. Select Campaign settings at the top of the calendar page.
2. Set the launch date — every milestone shifts automatically to keep its offset from launch.
3. Choose the method of sale: Auction, Private Treaty or Expressions of Interest. The milestone set updates to match — for example, an auction date and cooling-off milestones appear only for the relevant method.

Tip: If the vendor hasn't committed to a date, pick a realistic Monday two to three weeks out. A concrete calendar is more persuasive than "TBC", and dates shift automatically if the launch moves.

Editing milestones

1. Select any milestone to edit its name, date or description.
2. Select + Add milestone to insert extra events, such as a twilight open home or a marketing review call.
3. Drag milestones to reorder them, or select the bin icon to remove ones that don't apply.
4. Weekend milestones such as open homes snap to the nearest Saturday by default; drag them to a different day if needed.

Saving a calendar as an office default

Administrators can save a tuned calendar for the whole office to reuse:

1. With the calendar open, select Save as default.
2. Name the plan (for example, "4-week auction campaign") and choose the method of sale it applies to.
3. Select Save. New proposals using that method of sale start from this plan, with milestone offsets preserved.

Note: Saving a default does not change calendars in existing proposals — only proposals created after the change use the new plan.