Link to video: Order Management in the portal
We have so many great features available within the client portal to ease your day-to-day workflow.
Here's a few things you can utilize:
Shared Properties tab -
orders will be shown on this tab if you have been noted as a co-listing agent
on an order or if you are copied on email communications and/or delivery emails
Supported Properties tab - used by office admins, brokers, or managers who don't want to be copied on order communications but need access to team orders
Favorite Orders tab - all saved frequently ordered services that can easily be re-ordered with one click
Conversation Feature - pulls all correspondence between yourself and VMD into one place (you no longer have to sift through emails or forward emails to admins!). Use this feature to notify our team about order changes, requests for edits, or scheduling requests.