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. You can send feedback to the Vendor (owner) after an interaction with a lead.
Go to Contacts
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. You can add a message before sending out the report.
6. The vendor will receive a mail with the report of the interaction history of all his properties you manage.
This way the vendor will get feedback by email, with a complete history of the interactions on this specific property.
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