If your vendor is happy, you are happy. If you are happy, we are happy. Therefore, we've got the possibility to send a vendor report. Keep your vendor updated about the progress on the sale of his properties. 

  1. Go to Contacts
  2. Select the Vendor you would like to send a report to
  3. Select Report
  4. Select Mail Report. You can find a list of all properties for sale or to let by that vendor. 

5. Write your mail to the vendor and Send Mail

6. The vendor will receive a mail with the report of the interaction history of all his properties you manage

The following interaction are listed (and thus reported to the vendor): 

  • matching Mails to contacts via Match
  • Calls triggered from SweepBright
  • Visit that are scheduled or registered
  • Messages that were sent 
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