Topics – SkySlope Support

CRM Idea

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    Prod Squad

    Hi Al!

    Kylee from the Product team here at SkySlope. Thank you for providing us with this feedback! Our new Forms feature will allow you to set up a client file and have documents sent for signature and returned to the file. You'll also have the option to create a SkySlope property file using this Forms file data once your clients have decided on a property. We are currently working as quickly as possible to roll out Forms to each state/province. In the meantime, if you click the Apps button in the upper right corner, click Forms, select the state/province you serve, you'll have the option to sign up for our mailing list so we can notify you when Forms is available to you!

    You also have the option to create a file for your client under Working Documents in the Personal Docs section. To get there, from the homepage, click Working Documents in the lower right corner, then click the PERSONAL DOCS tab, then click "+ Add Folder" on the left.

    Happy SkySloping!

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