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.
Go to Contacts
Select the Owner you would like to send a report to
Select Report
Select Mail Report. You can find a list of all properties for sale or to let by that Owner.
You can add a message before sending out the report.
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