Communication With Client - Jopatron/CapstoneDesign GitHub Wiki
Email Responses to Questions about login info and next steps vs action items
Hey Patrick and Team- For login purposes, we would like to have it be in an email/password format. As to the next steps and action items, you can lump those into one section. We'll just use it as is appropriate for the particular situation.
We're excited about the addition this will make to our broker training and tracking. Thanks again for being willing to take on our project! We look forward to meeting with you again soon.
Hi Patrick! Thank you for working with us on this project! We are excited! Yes email and password and next steps and action items are pretty much the same thing...either one works.
3/22 Email From Nicole
Hey Patrick! Sorry for the delay! I have attached the broker requirements checklist. Admin need to have access to add information to existing files, but should not have the ability to add or delete agents. Archiving mass emails would be helpful. We love the title...so KW!!
Thank you, we are getting more and more excited!!!