Skyslope templates.
How can we add the templates to have buyers, sellers, lenders and title already in play.
When we create a a new transaction. We can then pull those templates over and they auto send my reminders to that transaction by or seller lender.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Stephen,
Tyler here from the product team at SkySklope. Thank you for providing this feedback! To clarify you would like to apply a template to a new transaction and that would automatically set reminders for tasks to be completed?
Created By Stephen Sweere
Requester0 Votes
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SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Stephen,
Tyler here from the product team at SkySklope. Thank you for providing this feedback! To clarify you would like to apply a template to a new transaction and that would automatically set reminders for tasks to be completed?
Thanks again!
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