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How to generate and send an owner report from your WebApp?
How to generate and send an owner report from your WebApp?
Updated over a week ago

As an agent, it is important to keep your owners informed of the actions you are taking to sell their property(ies) 💙

The activity report is the best way to do this! It is generated in one click in your app, and your owner can find all the activities, feedbacks and public comments that you fill in 🤩

Here is how to generate your report from your WebApp step by step:

1- Go to the "Contacts" tab then select your owner.

2- In his file, click on "Report". You can also look at a preview of the report before sending it 😉

3- Click on "Mail report" at the top right of your screen.

4- Create or edit or your message to make it more personal, then click on "Mail Report" once again to send it📤


💡Did you know? Your agency manager can create sample text and email templates for you, which you can then personalize!

And that's it! Your owner will receive an email with the detailed activity report of your actions! Create a trust relationship with your customers 🤝

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