Tracking feature for cancelled property sale- Repeat Clients
p
phenderson
When a deal falls through we're often notified by the inspection client or agent, reassuring us they will be using us again on another home. It would be helpful to have a way to track this future inspection in a way that would be accessible to anyone on the ISN system, complete with contacts , notes etc. Maybe something similar to the cancelled sales feature we currently have.
ISN Product Management
Great to hear your perspective, phenderson! I have a few more questions for you:
- What specific information or fields would you like to include in the tracking feature for future inspections?
- How frequently do you anticipate needing to update or access the information for these future inspections?
- Are there any specific notifications or reminders you would like to receive regarding these future inspections?
p
phenderson
Possible Solution
p
phenderson
Best place might be here, a simple action step that marks future repeat or transitory clients to a data file through appropriate search buttons above for look up.