We have agents that create their own templates to use as a buyer/seller checklist. They will import the template so then they have all of their tasks showing and they can check them off as they move thru the process. However, our staff has a template that we upload as well with our tasks that we do when files close. So when the agent and our staff have both of their templates loaded in, we have a mix of the two together. It would be awesome if we could keep those separate. So they agent could see their stuff, and the staff or whoever else could see theirs. Our concern is the staff clicking a task that was the agent's personal one, or the agent clicking one of ours.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Hegg,
My name is Gabby and I am on our Product team here at SkySlope. Thank you for your suggestion! I understand what you are saying and we will be monitoring the forum for yes/up-votes on this topic. You are not alone in this request! Thank you for taking the time to post this suggestion.
Created By Hegg Admin
RequesterWe have agents that create their own templates to use as a buyer/seller checklist. They will import the template so then they have all of their tasks showing and they can check them off as they move thru the process. However, our staff has a template that we upload as well with our tasks that we do when files close. So when the agent and our staff have both of their templates loaded in, we have a mix of the two together. It would be awesome if we could keep those separate. So they agent could see their stuff, and the staff or whoever else could see theirs. Our concern is the staff clicking a task that was the agent's personal one, or the agent clicking one of ours.
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Hegg,
My name is Gabby and I am on our Product team here at SkySlope. Thank you for your suggestion! I understand what you are saying and we will be monitoring the forum for yes/up-votes on this topic. You are not alone in this request! Thank you for taking the time to post this suggestion.
Happy SkySloping!
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