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Created By Kelly DaSilva
RequesterIt would be awesome to have a save button option when we enter any new contact to a listing or transaction for the info to go automatically to our directory.
To me it is a waste of time to save it on the directory first, then open the transaction to input on the listing.
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1 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHey Kelly,
Whenever you create a listing or a transaction file, when you get to the Contacts tab of your file all of the contact information you enter in is automatically saved to the directory. That way when you use the same title company or escrow officer you can use the Search Contact bar to have their information auto populated for you. I hope this helps! If not, please reach out to our awesome support team who can walk you through this feature. They can be reached 24/7 at [email protected]
Thanks
-Jessey SkySlope PM
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