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 Supportposted
6 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.
0 Votes
S
SkySlope Supportposted
6 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!
Created By Cynthia Radke
RequesterI 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.
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Cynthia Radke
RequesterNope, 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.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi 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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