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Adding contacts

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Cynthia Radke

Requester

I would like to add contacts to skyslope without having to make a transaction.  I don't want to add transactions that aren't real and have to clean them up later, and adding them takes a lot more time than would be needed if I could just add the contact.

We may make multiple offers and having to insert the email addresses each time we send out a form for signature would be eliminated with this feature.

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SkySlope Support posted 5 months ago Admin

Created By Cynthia Radke

Requester

Nope, support didn't tell me this existed.  How do I access? 

The only way I know to add contacts is AFTER I have a transaction open.  I want to add them BEFORE that so I can send them the forms to sign that actually create the transaction.

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Cynthia,

Ryan from the Product Team here at SkySlope

Have you considered taking a look into our Contact Directory feature?

It allows you to add contacts so that you can add them to files easily later on.

Feel free to chat in to support for any help on this!

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