Topics – SkySlope Support

Add Contacts to Directory on the fly

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6 comments

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    ProdSquad (SkySlope Support)

    Hey Jen,

    Ah, I see, as an admin are you wishing you had access to your agent's directory? Currently, admins only have access to their own directory and only the broker account is able to share contacts with the entire brokerage. I can see how these features would be helpful for admins to have. Thank you for providing me clarity on this. We will monitor how many upvotes this feature gets!

     

    Thanks again!

    Jessey, SkySlope PM 

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    ProdSquad (SkySlope Support)

    Hi Heather,

    Thanks for taking the time to leave us this request! Whenever you enter in contacts on the Contacts Tab of a property file (whether its a listing or a pending transaction) those contacts will always be automatically added to your Directory. Let me know if you have any questions in regards to this.

     

    Thanks,

    Jessey, SkySlope PM 

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    Jen Cruikshank

    Jessey, It has been my experience that they are entered into the directory but they do not come up when you type it in the search feature of the contacts (such as when you are entering a new transaction with a previous client).  It would also be nice to flag the contact as to whether or not you want to share it with the company. From the Admin perspective it would be nice to have access to ALL contacts regardless of who puts them into the system.

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    ProdSquad (SkySlope Support)

    Thanks for the feedback, Jen.

    I have tested this functionality and was able to search for contacts that were listed in the directory. If this is not your experience, please reach out to our support team and we will track this is a bug.

    As Jessey mentioned, we automatically add contacts to the directory. When you say, "It would also be nice to flag the contact as to whether or not you want to share it with the company," do you want this flag so that these contacts are not automatically added?

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    Heather Brown

    As an Admin who does the data entry into SkySlope for the Agents in our company, that is not my experience.

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    Jen Cruikshank

    I am still not able to pull up a returning Buyer and or Seller when I am entering their information. And yes, it would be nice to have a box as you are entering their information in, from the listing/transaction (not the directory), to share with the company. 

     

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