Description
The Associated Applications feature enables users to view which applications a partner is associated to. The business value this feature provides during calls with partners is that it enables you to quickly view the applications the partner is connected to.
Insellerate recommends monthly calls with partners that routinely provide you business.
Associating Contacts to Applications
The agent associates external contacts / partners to an application by adding them to the Contact fields. Theses fields must be added to the Contact Form / Application by your admin and can be placed anywhere. A best practice is to create a “Contacts” section that lists all the different ways you can associate a contact to the application. An external contacts / partner can be associated to an application in the following different types of relationships:
Buyer Agent
Seller Agent
Buyer Attorney
Seller Attorney
Referral Partner
Viewing Associates
Open inFlow.
Click Partner to open the section and view a list of partners.
Click the name of the partner whose associated applications you would like to view.
Click the Associated Applications section in the right panel. It lists any application that the partner is associated to and what that association is. (The association is defined in the Contacts.)
If the partner has two associations with the application, both will be listed.
Click the associated application to open it in a new window.