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Created By Training Agent
RequesterGood afternoon,
You are able to add clients from the directory on the transaction side, but it would be very helpful if you could also add clients from the directory when creative a file in Forms rather then starting from scratch.
This would greatly encourage the use of the directory with our agents.
0 Votes
1 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHello!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! Our team is currently exploring enhanced contact management features. May we reach out if we have any questions for you?
Thanks again and have a great day!
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