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New Feature: Quick View Status For Each Contact Related To A Deal

This post originally appeared on Marketplace Advertiser, ClientLook and is republished with permission. Find out how to syndicate your content with theBrokerList.

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Quick View Contacts Related To A Deal

New Feature: Quick View Status For Each Contact Related To A Deal

We added a new feature to our commercial real estate software last week allowing you to see the category of the last update you linked to a deal for each contact who is related to that deal. This is an expansion of the feature that we added in February (learn more about that here) that allows you to see the date of the last update.

Now, when looking at the people tab of a deal, you can quickly and easily see what’s going on with every contact related to that deal.

Here’s how it works. On the contact record of any contact who is related to a deal, we create an update. Choose the “Category” from the picklist. Once you have chosen a category, be sure to relate this update to the deal in question by choosing the deal name in the “Related deals” box.

CRE software CRM_3

Please note that you can add anything you want to the category picklist. Simply edit the picklist in the Custom Fields area, accessed by clicking on your name in the upper right corner of any ClientLook page, choosing “Setup”, then the “Custom fields” tab. The item you want to edit is called “Category (Updates)” under “Activity Fields.”

CRE software CRM_4

Now open the deal. You will see a list of updates on the “Updates” tab, each one categorized and date stamped.

CRE software CRM_2

If you click over to the “People” tab, you will see all contacts that you have related to the deal. For any with an update, you will see the last date and last category listed under the appropriate columns on the grid.

CRE software CRM_1

This makes it really easy to keep up with the status of each contact on the deal. If the “Last date” and “Last category” columns are empty, then you know quickly that there has been no activity with that person. For those with data in those columns, you have a quick “status at a glance” summary for each person.

Not a ClientLook subscriber yet? Sign up today for our free 21-day trial or schedule a complimentary demo to see how ClientLook CRM can help you save time, increase your productivity, and make more money in your commercial real estate business.

Apr 24, 2018ClientLook
1 year ago 2 Comments Marketplace PartnersClientLook, Cloud based cre crm, CRE CRM, cre technology, CRM111
ClientLook

I created ClientLook to help commercial real estate companies large and small work better. My goal was to create a CRM solution that was intuitive, smart and adaptable to any specialty. As I’ve always known, making things easy is really hard. I spend my time searching for ways to make the ClientLook experience better by developing innovative approaches to design, pricing and even customer support. We lead across the board.

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Comments: 2
  1. Danielle Watson
    1 year ago

    Excellent! Looks great!

    ReplyCancel
  2. ~theBrokerList Team
    1 year ago

    Thanks for reading and supporting our amazing Marketplace Partners, like ClientLook. It means so much to us all!

    Thanks!

    ReplyCancel

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