The purpose of this article is to explain how real estate professionals can use the “Add Client Communication” button to keep track of when they made contact with a client and which method they used to contact them. This feature can be used for both renter and landlord clients.
Purpose :The purpose of this article is to explain how realtors can use the “Add Client Communication” button to keep track of when they made contact with a client and which method they used to contact them. Realtors can log notes for both renter and landlord clients.
Step by step instructions:
Best Practices: We strongly encourage realtors to use this tool to log all client communications. This will make it easier to follow-up with them if there is a lull in communication.
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