Whether you are representing landlords or sellers, it is important to be able to showcase all of the activity conducted by you and your team. Easily send activity reports with the click of a button in a deal. This article will step you through the process.
The Send Activity Report button can be found on Landlord Rep and Seller Rep deals in the button panel at the top (or in the drop-down menu) shown below:
Note, if you do not see this button on your deal page, please contact your Rethink system administrator to add it to the page layout.
After clicking Send Activity Report, a window will appear with the following fields:
Recipients - choose one or more existing contacts to send the report to. If the contact does not yet exist in your database, you will need to add them before proceeding.
Template - by default, Deal Activity Report (Rethink) will be chosen
Record Activity - check the box to log this action (activity report sent) to the deal under the activity timeline
Click Send to send the Activity Report to your recipient list by email.
Alternatively, click Save as PDF to preview the Activity Report before sending or to save a copy locally.
You can also customize your activity report with the help of your system administrator. If you haven't already done so, take a look at the linked help article to ensure you are capturing the desired fields on your report.