Topics – SkySlope Support

Weekly Client Summary Report

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7 comments

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    Mmcduffee

    Yes! This would be awesome! 

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    Tyler Smith

    Great Idea - we have been looking at how to provide timelines to users so they can be more transparent to their clients, both Agents to buyers/sellers and TC's to both along with the agent they are working for. I have added this to the backlog along with included both of your names on people we can work with to make it happen. 

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    Gilmourlead

    Thanks Tyler! You're the best! How long is the "backlog"? LOL. Are we looking at sometime in the next 3 yrs? Or like a few months out? (I won't hold you to any specific numbers- I promise)

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    Gilmourlead

    In fact, We are using Folio for our timeline currently. I'm not sure if you know about them. One of the reasons I like it, is because I can add a event with the click of one button like "sent disclosures" and mark it so that  only the agent and I can see it, and the client doesn't. Or I can make notes that only I saw like, "sent weekly email". If you guys decided to add a timeline, I suggest you look into the Folio (Amitree) features.I can even create a video super quick and easy for you all.

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    ProdSquad (SkySlope Support)

    Hello!

    Buck, VP of Product here at SkySlope. Thank you for taking the time to submit a suggestion!

    We know the team over at Folio and familiar with their product. We are working toward this during the back half of this year/early next. All depends on the feedback we get. I'll ensure the team working on this sees this post and know to reach out to you for input if you are open to providing.

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    Gilmourlead

    Also, if there could be a tab with a calendar. Maybe with a toggle between being able to view tasks on the calendar or just the Important dates. This would be great. I don't want to sync with my google calendar, that would get annoying. But each day I could log on can see a calendar view to see what happening, instead of a list of tasks. Some people like (or respond to) calendar views better than a long list of tasks. 

    Thank you Buck and team. You have a great product and look forward to improvements. 

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    ProdSquad (SkySlope Support)

    Thank you for the continued suggestions! We look forward to getting started on our solution later this year.

    -Buck

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