This article shows users how to use the “Add Client Communication” button. This allows them to track when and how they contacted a renter or landlord client.
To create a client communication log, complete the following steps
- Access the Rental Beast Main Dashboard and click the “Clients” tab.
- Depending on the client type, click either “Renter Clients List” or the “Landlord Client List” tab.
- Locate the client you would like to log a communication with and click on their name.
- In the “Client Activity” section, click the “+Add Client Communication” to start a client communication log.
- Enter the details for your communication in the generated popup and click the “Submit” button to save it.
- Logged client communications are viewable in the “Client Activity” section in a client’s profile.
Frequently Asked Questions
Can I edit or delete a logged communication note?
Yes. To edit a log, click the “Pencil and Paper” icon. To delete a log, click on the “Trash Can” icon.
Do I have to log client communication?
No. However, we strongly encourage real estate professionals to log all client communication. This makes it easier to follow up with a client when there is a lull in communication.
Related to
Updated