Insert progress bar for what percentage is completed based on blueprint state: maybe it can be put in the name it self-- Listing Presentation Scheduled (22%)
Can we re-order the buttons so the 1st choice is always the one we want. deal lost shouldn't show up first.
Seller Blueprint State:- Blue print state name here. (make that a tag as well)
- screenshot of the state annotated.
- describe this- show where it is in the process.
- describe and link to what happens when you click this.
- describe and link to what happens when you click this.
- describe and link to what happens when you click this.
- describe and link to what happens when you click this.
Video overview:
- clickable link to mike explaining what happens at this stage.
Stacey Help Needed:
- Link to open a virtual meeting with Stacey for help. link to her schedule.
- maybe they need to link past the wiki learning section first and show they can't find the answer themselves then we can fix that issue for the future.
- need to track agent questions to stacey to see who is a problem child with too many level 1 questions.
Broker Help Needed:
- Link to open a virtual meeting with mike or shana. link to schedules.
- we need a way to keep track of the meetings requested so we can rate how much value is given to which areas. I need to track time much better.
- want them to consult wiki first and enter type of issue so we can run a report and see the issues and create learning library for the issues.
- need to track the amount of level 2 and 3 questions and link to the correct wiki better.
Video Learning:
- link to FAQ section about this blueprint state
- agent video's from tnt topics list here:
- Client video's from tnt topics list here.
Email templates:
- Link some here that may help.
Text Templates:
- Link some here that may help.
Report Error:
- Link to report an error/upgrade request so it gets fixed. -- goes to mike to approve-- must be video recorded from agent with overview.
Uploading ....