Contact Management and retention

James B Smith

Completed

Would be great to save contact information for future transaction. Especially other agents and brokers. Zipforms does it.

Prod Squad

October 16, 2023 16:04
Official comment

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Hi James!

Our Product team is currently looking into features relating to this, we'll be sure to keep you updated!

Thank you,

Bailey, Product Operations
Howard Buchanan

November 08, 2023 17:11
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Agree with this request. Especially in this market where multiple offers need to be written for same client. Docusign also offers that.
Prod Squad

November 09, 2023 15:37
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Thanks Howard!
Prod Squad

December 15, 2023 23:42
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Hello!

We are pleased to report that the ability to save and reuse contacts is now available! Learn more by visiting this link.

Thanks for the requests, and keep ‘em coming! We’re always listening!

- Charleigh, Product Operations

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