1. Create a button that says 'final submission' for agents
2. Create status that says 'pending close'
Problem:
Currently an admin wouldnt know if an agent is done submitting each item on their checklist without going through one by one of the expired transactions. By adding a button or checkbox that is the final submission for agents, and creating a new status, the admin will know this is now available for 'final' review and to close
1. Create automatic email alert to Agent when transaction is closed by Admin
Problem:
Currently, Admin needs to create a 'closed' email template, update agent, then close. The email should automatically send based on the Admin moving the transaction to close. Make this email template but allow it to be customizable.
For example, there are times you may need the agent to do an additional step to satisfy internal needs (i.e., update CRM)
Congratulations! This transaction has been marked closed by your Admin.
0 Votes
1 Comments
S
SkySlope Supportposted
5 months ago
Admin
Created By Prod Squad
Agent
Hey Erica!
Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this feedback! Question for you, where would you expect to be able to edit a closing email template?
Created By Erica Botbol
Requester1. Create a button that says 'final submission' for agents
2. Create status that says 'pending close'
Problem:
Currently an admin wouldnt know if an agent is done submitting each item on their checklist without going through one by one of the expired transactions. By adding a button or checkbox that is the final submission for agents, and creating a new status, the admin will know this is now available for 'final' review and to close
1. Create automatic email alert to Agent when transaction is closed by Admin
Problem:
Currently, Admin needs to create a 'closed' email template, update agent, then close. The email should automatically send based on the Admin moving the transaction to close. Make this email template but allow it to be customizable.
For example, there are times you may need the agent to do an additional step to satisfy internal needs (i.e., update CRM)
Email Subject: Property Address -Transaction Closed
Body:
Congratulations! This transaction has been marked closed by your Admin.
0 Votes
1 Comments
SkySlope Support posted 5 months ago Admin
Created By Prod Squad
AgentHey Erica!
Charleigh from the Product team here at SkySlope. Thank you so much for reaching out and providing this feedback! Question for you, where would you expect to be able to edit a closing email template?
Looking forward to your reply!
0 Votes
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