It would be really helpful, the under admin/manage agents tab, once you complete an agent details page there is another page with a checklist of things the agent must complete during their onboarding. Just like a transaction checklist you can add/edit the lists so they can see and click on tasks they have done and see what needs to be done going forward. Should be able to assign checklist on the admin side and check off on the agent side when completed.
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SkySlope Supportposted
3 months ago
Admin
Created By Tracey Titus
Requester
This would be a big help to us as well . Having an onboarding checklist would be a game changer for us. Allowing us to get rid of redundancies and extra tracking via spreadsheets.
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SkySlope Supportposted
3 months ago
Admin
Created By Michelle Mecca
Requester
and I would like to add the ability to edit a post when you see a typo afterwards haha
Created By Michelle Mecca
RequesterIt would be really helpful, the under admin/manage agents tab, once you complete an agent details page there is another page with a checklist of things the agent must complete during their onboarding. Just like a transaction checklist you can add/edit the lists so they can see and click on tasks they have done and see what needs to be done going forward. Should be able to assign checklist on the admin side and check off on the agent side when completed.
0 Votes
2 Comments
SkySlope Support posted 3 months ago Admin
Created By Tracey Titus
RequesterThis would be a big help to us as well . Having an onboarding checklist would be a game changer for us. Allowing us to get rid of redundancies and extra tracking via spreadsheets.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Michelle Mecca
Requesterand I would like to add the ability to edit a post when you see a typo afterwards haha
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