We just moved over to Skyslope and are working on getting to know the program best. One thing that would be really helpful would be to have Subheadings in the Task Lists. The previous program we used allowed us to block tasks into a timeline of a transactions.
Take a listing it has different parts.
1. The initial input and documents that come with it.
2. Setting up of the marketing and on boarding
3. Under contact
4. Post closing.
I have updated a copy of the previous task list we hope to strive to resemble. We really like that Skyslope took us from using 4 programs down to one, but really feel some areas could be improved for better function and flow all the way around. (I can send an attachment if need be for a better look.) Thank you! Jessica Stagers
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