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How can I send a Sales Report to an Owner?
How can I send a Sales Report to an Owner?
Updated over 10 months ago

If your Owner is happy, you are happy. If you are happy, we are happy. Therefore, we've got the possibility to send a Sales Report. Keep your Owner updated about the progress on the sale of their properties. You can send feedback to the Owner after an interaction with a Lead.

  1. Go to Contacts

  2. Select the Owner 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 Owner.

  5. You can add a message before sending out the report.

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

This way the Owner will get feedback by email, with a complete history of the interactions on this specific property.

The following interactions 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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