WiseAgent Recent Updates
Just a quick note to let you know some of the more recent improvements to WiseAgent. If you looked at it a little while ago but did not move forward with it for any of the below reasons, you may want to take another look right here!
- Mobile – Just added full month view to your calendar on the mobile web app
- Letters – Emailing letters is now even easier using the Action buttons on the Letter List
- Transaction Checklist – Select a “parent checklist” to link multiple checklists together (e.g. dual agency or multiple offer situations)
- Checklist – A source field has been added to the checklists to allow tracking the source of each transaction for the upcoming reports
- Call List – Now when you complete a call, you can mark that call as completed to record that information for your reports that are coming soon.
- Status – A status drop-down field has been added to the contact summary page just under the image that will allow you to set the status of each lead / contact. This was added in preparation for the new dashboard and reports coming soon.