This article is for users of Folio Pro for Real Estate (including team plans). Using Folio in another industry? Learn more here.
Why your template can't be applied
When you first create a custom template, you have the option to select which type of template to use:
- Buyer timeline template
- Listing (seller) timeline template
The corresponding template types will only apply to their corresponding folder types. For example, Listing templates only apply to seller smart folders and not buyer folders.
What can you do?
Today, there is no quick way to change a template type, so you will either need to create a new one using the other template as your base, or change the side you represent on your existing smart folder timeline.
See more details on the actions you can take below.
We understand that either option is not ideal and hope to make this easier in the future.