We use the messaging feature to send messages for tasks that need to be completed, etc. to other team members that are involved in the transaction. This streamlines work flow communication and negates the need to send an additional email, text or call to other team members.
The pinning/tagging feature is essential as well. As the teams TC, I use this to document each step of the transaction: Every time I call/email a transaction partner, client or co-op agent I document what was sent and action items that need to be completed. The entries are recorded chronologically in the timeline, so the pinning/tagging feature allows me to highlight something we may be currently working on. I can filter by pinned/tagged communications and when I go to the opportunity my current tasks always order to the top. Once the task is completed, I unpin/untag it and we move on to the next item that needs to be completed. This keeps the progress of the transaction visible to our team and helps workflow and efficiency as everyone knows what we're working on at all times and the details are easily displayed.
I utilize the tasks tab also, but all you can only see a few works at a glance- if I add details in the lower section I need to click again on the task to see that info.
I appreciate the recent changes made to the opportunities applet, but I wish the Discussions tab, or some version of it with it's features, would come back. Not having it will seriously affect our team's workflow and efficiency. Thank you.
Zach Peck
supported this idea
·
We use the messaging feature to send messages for tasks that need to be completed, etc. to other team members that are involved in the transaction. This streamlines work flow communication and negates the need to send an additional email, text or call to other team members.
The pinning/tagging feature is essential as well. As the teams TC, I use this to document each step of the transaction: Every time I call/email a transaction partner, client or co-op agent I document what was sent and action items that need to be completed. The entries are recorded chronologically in the timeline, so the pinning/tagging feature allows me to highlight something we may be currently working on. I can filter by pinned/tagged communications and when I go to the opportunity my current tasks always order to the top. Once the task is completed, I unpin/untag it and we move on to the next item that needs to be completed. This keeps the progress of the transaction visible to our team and helps workflow and efficiency as everyone knows what we're working on at all times and the details are easily displayed.
I utilize the tasks tab also, but all you can only see a few works at a glance- if I add details in the lower section I need to click again on the task to see that info.
I appreciate the recent changes made to the opportunities applet, but I wish the Discussions tab, or some version of it with it's features, would come back. Not having it will seriously affect our team's workflow and efficiency. Thank you.