I have an agent who makes a file for every contract that she writes on regardless if it's been accepted or not so that she can store emails and docs for this file. I told her to store in Working Docs and she said when she forwards emails to her Skyslope email, it'll save the docs, but not the email.
If you can set it up somehow so that emails are saved when forwarded to your Skyslope email, that would be great.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Susan!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Just to clarify, is she sending these emails to the Personal Docs section under "Working Documents"? Or is she sending them into the Documents tab section of the particular property file?
Created By Susan Blakely
RequesterI have an agent who makes a file for every contract that she writes on regardless if it's been accepted or not so that she can store emails and docs for this file. I told her to store in Working Docs and she said when she forwards emails to her Skyslope email, it'll save the docs, but not the email.
If you can set it up somehow so that emails are saved when forwarded to your Skyslope email, that would be great.
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1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Susan!
Kylee from the Product team here at SkySlope. Thank you for reaching out! Just to clarify, is she sending these emails to the Personal Docs section under "Working Documents"? Or is she sending them into the Documents tab section of the particular property file?
Looking forward to hearing from you!
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