Skyslope: Transaction Checklist

Skyslope: Transaction Checklist

Verify the following are provided in each Skyslope transaction to ensure a request is sent:

1. Change Status to Closed/Archived 
   
2. Transaction is Archived
   
3. Accurate Closing Date
   
4. Agent Role - Listing or Buying Agent
   
5. Client Contact - Name/Email/Cellphone
   
6. Client Role - Buyer or Seller
   
7. Agent Email Address in Skyslope Must Match Email Address Associated with the Agent's Account Profile within Testimonial Tree