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





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