Business Log

The Business Log is where you track each piece of business, from the first call to the finished job: a consignment, an appraisal, an estate job or any inquiry.

• Business log record: the contact, the type of job, its status, who it is assigned to, addresses and notes.
• Activity records: each call, visit or follow-up is added to the record with the date and who handled it.
• Files: attach photos and documents to the record.
• Filter by status, staff member or type; export or print the list.