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HI There, I can select "View feedback" and select Offers. And then I get a list of names. but NOT the Offer they made on the property. When
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Vendor Reports in date order
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REPORTING:
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Automate Vendor Reports
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Contact Enquiry Listing Additional ID Information (Rental or Sale)
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Automatically tick "approve for vendor reporting" numbers at OFI
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Include 'Sale' or 'Rental' next to listings when attaching a related on in Notes
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Vendor Reports -
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Improved Vendor Reporting - Summarise all notes/comments under a buyers contact
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Default view for Feedback in Pocket to be in order of last entry displayed first
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One click to all property viewings (per property)
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Update other agents client note from pocket
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could the feedback from each client be grouped as opposed to them showing in date order
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Automatic Vendor Reports · under review
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Adding OFI to the Feedback type in the individual client (currently is Offer, Buyer Inspection and Enquiry) · declined
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Ability to create additional Stream tabs
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KPI reporting
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Add contacts as feedback and add them to a mailing list when pulling the data from IRE (Inspect Real Estate) or any other external CRM
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Charts in Vendor reports for projects
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customise welcome message to buyers when checking in on Pocket or Pocket Kiosk