We had sadly just lost our sales progression app MIO due to the closing down the platform, coming back to Agent OS to add and track sales its so much more complicated and hard to find information by comparison. Are there any plans to improve the "sales progression" tab or "offer" screen so that you can quickly and easily see both parties solicitors/mortgage brokers contact no, email and address along with the offer itself, any notes etc
The current system inolves adding people out of menu, adding addresses in another window and when sales chasing opening up 2 more windows just to get to peoples phone numbers, it seems so poorly designed and confusing.
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We had sadly just lost our sales progression app MIO due to the closing down the platform, coming back to Agent OS to add and track sales its so much more complicated and hard to find information by comparison. Are there any plans to improve the "sales progression" tab or "offer" screen so that you can quickly and easily see both parties solicitors/mortgage brokers contact no, email and address along with the offer itself, any notes etc
The current system inolves adding people out of menu, adding addresses in another window and when sales chasing opening up 2 more windows just to get to peoples phone numbers, it seems so poorly designed and confusing.