OFI call backs - see notes while calling them back
When making call backs would be great if had a easy to use system to quiclky look at the list of OFI attendees with notes they made, and interest level. At the moment (attachment) you have the contact deatils and number but would be great if another row had there comments, if a section 32 was sent, there interest level in the property, if they want to be kept in the loop on the property or no further interest
Anonymous
shared this idea
-
Anonymous
commented
I know this sucks eggs, but u can go through this via the contacts profile, or go through the Stepthrough process?
-
Anonymous commented
When making call backs would be great if had a easy to use system to quiclky look at the list of OFI attendees with notes they made, and interest level. At the moment you have the contact details and number but would be great if another row had there comments, if a section 32 was sent, there interest level in the property, if they want to be kept in the loop on the property or no further interest