Documentation log

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Veronica Torres Luna

Requester

hello, can someone reach out to me to learn how to document a sales log

For example I want a tab very similar to the current log but just to document my transaction. Only my notes nothing else.

This would be extremely beneficial as part of the documentation process.

Example

8/18/21--meet with buyer home inspection done.

8/19/21--disclosures signed. Buyer refused to sign TDS. email sent to all parties.

8/21/21 buyer has not sent the emd. An email and phone call has been placed regarding the importance of the EMD.

Veronica Torres-Luna | Direct: (559) 305-1083 | REALTOR® BRE # 02020505 | RE/MAX GOLD [email protected]

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Veronica!

Kylee from the Product team here at SkySlope. Thank you for reaching out! We don't currently have a separate log feature as you described (which would only contain your notes and nothing else). I've documented this request and we will monitor this post for upvotes and comments.

I'd like to highlight that in the Log tab currently, you can add the types of notes you described above by clicking the "Enter Note" button. Any notes created in this manner will show up as "NOTE" under the "Type" column on the left-hand side of the page, to distinguish these notes from other actions documented in the Log.

If you have any questions, please feel free to reach out to our Support team anytime. They're available via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.

Thank you and have a great day!

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