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Tasks to Communicate to Clients

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Layla Granata

Requester

Hi there,

I currently use a CRM where I've created a checklist for the entire transaction and as I complete a task and check it off, it emails the client once a day with a list of items completed the day before. I would love to move this process over to SkySlope. I believe it makes much more sense to have the checklist in this software versus my CRM. But it doesn't look like that feature has been created yet? We value great communication and I believe this could be an amazing tool SkySlope could be offers brokers and agents. 

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SkySlope Support posted 5 months ago Admin

Created By Ruth Templeton

Requester

Yes please

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SkySlope Support posted 5 months ago Admin

Created By Ruth Templeton

Requester

Yes please @layla

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SkySlope Support posted 5 months ago Admin

Created By Emily Derderian

Requester

YES YES YES @LAYLA

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SkySlope Support posted 5 months ago Admin

Created By Layla Granata

Requester

Hi Kylee! Thank you for your reply! I really hope this can be a feature that's added. I think it would provide a tremendous value to many agents :)

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Layla!

Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback! This is an excellent idea. I've documented your request for our team to review, and we will monitor this post for up-votes and comments. :)

Happy SkySloping!

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