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How to send reports by Whatsapp?
When you prepare a report, in addition to downloading it, you can simultaneously send it by whatsapp to your client by following these steps:
1) Complete a report
Whether it's a acquisition report, valuation report, market research or property file, activate the Share by Whatsapp button from the configuration pop-up.
Felds will be displayed that you must fill in with:
- Telephone number of the customer
- Name
- Message text. (Default template included)
- Check to save it as a new template
- Click on Create report
2) Connect with Whatsapp
A Whatasapp Web tab will open for you to preview the message. Then the whatsapp application will run. If not, click Continue to chat.
When you continue, a new conversation will automatically open with the phone number you have entered and the message ready for you to review. Just send it!
Yoy may also be interested in:
- Valuation report, appraise the property value
- Marker research, find out the behaviour in any area
- Property file, offer properties you have not in your portfolio yet
- Acquisition report to break the ice and convince the owner