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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5 Comments
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SkySlope Supportposted
6 months ago
Admin
Created By Ruth Templeton
Requester
Yes please
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S
SkySlope Supportposted
6 months ago
Admin
Created By Ruth Templeton
Requester
Yes please @layla
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Emily Derderian
Requester
YES YES YES @LAYLA
0 Votes
S
SkySlope Supportposted
6 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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S
SkySlope Supportposted
6 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. :)
Created By Layla Granata
RequesterHi 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.
0 Votes
5 Comments
SkySlope Support posted 6 months ago Admin
Created By Ruth Templeton
RequesterYes please
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Ruth Templeton
RequesterYes please @layla
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Emily Derderian
RequesterYES YES YES @LAYLA
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Layla Granata
RequesterHi 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 :)
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi 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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