Availabilities Workflow

Availabilities Workflow

Availabilities Workflow

  • By Nan Davis
  • iconOct 03, 2023
  • icon281
  • icon0

Is Availabilities Workflow list views important?

Life’s relentless pace often makes it challenging to keep track of numerous tasks or log them into spreadsheets. What are your options?

With Slick Cactus, our platform provides a contemporary availabilities workflow list view designed to showcase your ongoing transactions. In this view, each column provides essential information, such as date, time, and updater of the last update, along with relevant metrics if any updates have been made. We use a visual system to indicate the status of each task: a gray check circle signifies no recent activity, a red check circle signifies overdue tasks, and a green check circle denotes completed ones.

But that’s not all; we’ve also integrated user-friendly radio buttons to help automate specific steps. For instance, if you wish to electronically send a signage order to your signage vendor, simply click on the gray check circle in the “Property Signage Install” column. Once the task is completed, the radio button will turn into a green check circle with the following information date, time, and updater denoted.

This availabilities workflow is a cornerstone feature in achieving success in managing your deals. Imagine effortlessly keeping tabs on all your updates and metrics for each deal in one place.


Article is also on our LinkedIn post.

About the Author

Nan Davis

Nan Davis

As CTO Nan isĀ spearheading efforts to elevate the brand awareness of Slick Cactus within the commercial real estate industry.

Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments
Close popup

Searching for a competitive CRM platform for CRE?

Have a question? Send us a message and we will quickly respond.