We need for our agents to be reminded via email at some interval greater than once, that they still need to upload required documents to a property file Checklist.
We have already turned on the most obvious reminders company wide but there is no frequency greater than once.
We would like to affectionately call this "Agent Nag Mode".
0 Votes
3 Comments
Sorted by
S
SkySlope Supportposted
3 months ago
Admin
Created By Ryan Means
Requester
I love this feature, but I think it should add to the log as well. Any/every time the auto-notifications/reminders are sent to the agent (or anyone really) it should be noted in the Log. Some form of email tracking that shows if they opened the email could be very useful too.
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Les Sease
Requester
Oh Happy Day!!! Thank you for the follow up.
0 Votes
S
SkySlope Supportposted
3 months ago
Admin
Created By Prod Squad
Agent
Hi Les,
Yousef is here, head of DTM product.
This is a great idea, and fortunately, we already have a solution for you. Since this feature will affect all the agents at your brokerage, it is only available to a broker role/account. Please see below an article explaining how to use this feature, followed by a screenshot of a broker account notification section.
Created By Les Sease
RequesterWe need for our agents to be reminded via email at some interval greater than once, that they still need to upload required documents to a property file Checklist.
We have already turned on the most obvious reminders company wide but there is no frequency greater than once.
We would like to affectionately call this "Agent Nag Mode".
0 Votes
3 Comments
SkySlope Support posted 3 months ago Admin
Created By Ryan Means
RequesterI love this feature, but I think it should add to the log as well. Any/every time the auto-notifications/reminders are sent to the agent (or anyone really) it should be noted in the Log. Some form of email tracking that shows if they opened the email could be very useful too.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Les Sease
RequesterOh Happy Day!!! Thank you for the follow up.
0 Votes
SkySlope Support posted 3 months ago Admin
Created By Prod Squad
AgentHi Les,
Yousef is here, head of DTM product.
This is a great idea, and fortunately, we already have a solution for you.
Since this feature will affect all the agents at your brokerage, it is only available to a broker role/account.
Please see below an article explaining how to use this feature, followed by a screenshot of a broker account notification section.
The article explaining how to use this feature: https://support.skyslope.com/hc/en-us/articles/360003414532-Admin-Managing-Checklists-Using-Flags-and-Inbox-Update
Thanks,
Yousef
Head of DTM Product
0 Votes
Login or Sign up to post a comment