Assign Sale Stages Through MLS-Touch

Marie
  • Updated

You don’t have to leave your essential tools behind when you’re on the road! You can easily access your local listing database, your contacts, and the means to stay connected with your network through MLS-Touch!

And thanks to the Sales Stage selection tool now available through your MLS-Touch contacts*, it’s simple and easy to organize your client database while on the go!

Here are the steps to follow when you wish to assign a Sale Stage to one of your clients through MLS-Touch:

  • From the Home Screen, tap Contacts.
  • Select the contact you wish to assign a Sale Stage.
  • Press the Edit button of the contact.
  • Tap on the Sale Stage button and select the Sale Stage of your choice from the menu.
  • Confirm your modification by pressing on the Save button.

 

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If you wish to modify your list of Sale Stages, you will be required to access your Prospects CRM and make the necessary adjustment through its Virtual Assistant Configuration. Click here to read our article on how to Customize Sale Stages And if you don't know what Sales Stages are and would like to learn more about their benefits, click here to read our article on Sales Stages

 

*Available to Prospects CRM users exclusively.

 

Need a Little Help? 

If you’d like a little extra assistance with any of the MLS-Touch features, our Customer Support team is ready to help. Contact us at support@prospects.com.  

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