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Module 3: Partner Tools Dashboard and Customer List
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Video Overview (~4 min) Overview Partner Tools (redfin.com/tools) allows you to easily make updates to the customers we’ve connected you with by sorting your list, filtering out customers you have already closed with, and more. You can also set your availability and find contact information for Partner Program Team members who can assist you with any questions you might have. Updating Customer Statuses You’ll need to update your customer’s statuses at least once every 10 days (even if the status has not changed) Click the pencil icon in the status column next to each customer A pop-up will appear with a list of statuses and brief descriptions. Select a status and Save Click the + icon in the recent notes column to add actions related to the customer status Partner Program Mobile App! Once you have completed the onboarding process and your Partner Onboarding Coordinator has activated your account you will receive a direct link via email t...
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