It’s a busy market right now and we know many of you have stock flying off the shelves faster than ever before. That means lots of appraisals, lots of vendor meetings and lots of private inspections. After a busy day meeting with buyers and sellers, figuring out who needs to be followed up can be disorienting - and a bit of a time sink.
This feature release streamlines your follow-up process by automatically creating reminders after a calendar event has completed.
- When creating an event, you now have the option of setting up a follow-up reminder that gets created once the event has concluded. You can choose when the reminder will be scheduled for - including some smart options like “Next Business Day” - and can also choose the type of reminder (Call, Email, SMS).
- The reminder that gets created is a completely standard Rex reminder - that means it’ll show up in the Reminders section on the Home screen, as well as in Pocket. This is perfect for centralising your entire follow-up process and having your call list all in the one place.
- To make things even easier, you can set up some default settings for follow-up reminders on a per Appointment Type basis, saving a few clicks every time you create an appointment. So if you know that you always want follow-up reminders created after every inspection, you can change your Appointment Type settings to ensure this is always the case.
Currently, this feature works best on inspections/viewings and vendor appointments like appraisals or presentations: there’s no way to set up this feature for open homes. For open homes, Pocket still remains your best bet for following up attendees.
This feature release is available in all regions and available to all tiers.
This small feature that goes a long way to streamlining the follow-up process, helping you deliver better customer experience.
Rex users can find more information on our support page, click here to read more.
