Embedded Files
Both the Sales Person and the Developer can see a list of deals requiring action from the Sales Team. This list includes any document that is missing initials or signatures from any Purchaser, Realtor, or Sales Person.
Sales Person's perspective:
Sales Person's perspective:
As a Sales Person, you can access this list from the Dashboard by clicking "Outstanding Documents"
Developer/Sales Administrator's perspective:
Developer/Sales Administrator's perspective:
As a Developer, you can access this page on your Dashboard by clicking "Outstanding Documents"
This window will appear showing all documents that still need signatures.
Clicking the Unit Number takes you to the Deal Center.
The People icon will display who is still required to sign the document.
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