The activities page is the default view for Originators and Realtors. It shows a list of Clients ordered by their last activity date.
Columns
|
Name |
Clicking the name navigates to the Client Summary. |
|
Co-Agent
|
The cobranding agent for that Client |
| Last Activity | Date the Client last interacted with Realfinity. |
|
Actions |
The most recent activities a client has taken. Clicking the down arrow "v", pops up a more detailed list. |
| Rate |
Rate for the Client's primary property |
| Equity |
Equity for the Client's primary property |
Attachments (2)
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