It would be a nice feature if each individual company could personalize the checklists to their needs. It would be so beneficial if we could add activity types to customize to our needs. Currently we have only the default choices.
0 Votes
5 Comments
Sorted by
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Stephen!
Kallie from the Product Team here at SkySlope. This is currently on our Product Team's radar. We will be sure to provide a further update on this, once it's available! Would you be interested in a phone call with one of our Product Managers if they have any further questions?
Thanks again and have a great day!
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Stephen Ray Thomas
Requester
Any updates on this?
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Katie Cole
Requester
I have watched the video. It doesn't tell me how to create a new activity. It only tells me to choose one, the current choices I have are: sales documentation, disclosures, reports, misc. documentation and closing documents. I want to create a new activity in the drop down list. How is this accomplished...??
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hey Katie,
Sorry for the confusion! It looks like our response address the first half of your request, but not the second. Currently, you will only be able to create custom checklist items, not activity types. I'd love to understand more about your request for custom activity types.
What custom activity types would you want to create?
What checklist items would pertain to this custom activity type?
How would a custom activity type improve your agent's workflow?
Created By Katie Cole
RequesterIt would be a nice feature if each individual company could personalize the checklists to their needs. It would be so beneficial if we could add activity types to customize to our needs. Currently we have only the default choices.
0 Votes
5 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Stephen!
Kallie from the Product Team here at SkySlope. This is currently on our Product Team's radar. We will be sure to provide a further update on this, once it's available! Would you be interested in a phone call with one of our Product Managers if they have any further questions?
Thanks again and have a great day!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Stephen Ray Thomas
RequesterAny updates on this?
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Katie Cole
RequesterI have watched the video. It doesn't tell me how to create a new activity. It only tells me to choose one, the current choices I have are: sales documentation, disclosures, reports, misc. documentation and closing documents. I want to create a new activity in the drop down list. How is this accomplished...??
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHey Katie,
Sorry for the confusion! It looks like our response address the first half of your request, but not the second. Currently, you will only be able to create custom checklist items, not activity types. I'd love to understand more about your request for custom activity types.
Looking forward to hearing from you!
Jessey, SkySlope Product Manager
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Katie,
Thank you for your feedback. We do have the ability to customize your checklist to your team's needs. If you are the Admin for your team, here is a helpful article that shows you how to manage your checklist: https://support.skyslope.com/hc/en-us/articles/212365377-Admin-How-to-Manage-Your-Checklists.
If you have additional questions, please reach out to our Support Team or your Customer Success Manager. [email protected].
Happy SkySloping!
0 Votes
Login or Sign up to post a comment