Reapit Sales App: Projects

Reapit Sales App: Projects

This article will cover projects in the Reapit Sales App.

1. Navigate to the 3 dots in the main menu, Click Projects.

2. From the main screen, users will have access to My Projects and All Projects.

Key project information displayed includes:

Project Name

Category (i.e. apartment / commercial)

Project Status

Address, Suburb

Details Tab

The Details screen provides similar detail and functionality as to what users will be familiar with from the Properties and Listings detail screen, including:

Summary of key project information

Click through to Contacts associated with the Project

Map view of project location

Listings Tab

The Listings screen shows all listings related to the project.

Key listing information includes:

Type and Status

Listing ID

Address

Features

The default view shows listing by last updated.

Users can also filter the Listings available based on: “Type”, “Status”, “Property Type”, “Category” and “Primary Office”.

Activity Tab

The features of the activity screen is similar to that of Listings, where users will be able to:

Review attendee activity

Take quick actions to email contracts, add notes, call etc

Add attendees, enquiries and private inspections

Attendee activity will also appear within the Contact - Activity tab.

Notes Tab

Users will be able to add Project specific Notes, along with any corresponding follow up Tasks.

Notes and Tasks will also appear against any related Contacts, Listings, and Properties.

Tasks will also appear from the Reminders screen.