Templates

ID Name Folder Created By Action
196 Blank Template Staff 27 Edit
200 Without Template/Empty Template Staff 27 Edit
149 Qualify Lead 1 (Attempt 1) - Vendor Staff 27 Edit
238 Qualify Lead (Detailed Questions) - Vendor Staff 27 Edit
150 Research - 3 Agents Report - Vendor Staff 27 Edit
180 Research - 2 Agents Report - Vendor Staff 27 Edit
181 Research - 1 Agent Report - Vendor Staff 27 Edit
207 Report - 3 Agents Report (No Intros) - Vendor Staff 27 Edit
208 Report - 2 Agents Report (No Intros) - Vendor Staff 27 Edit
209 Report - 1 Agent Report (No Intros) - Vendor Staff 27 Edit
148 Referral Sent - Click-to-Reveal - Agent 1 Staff 27 Edit
167 Referral Sent - Click-to-Reveal - Agent 2 Staff 27 Edit
168 Referral Sent - Click-to-Reveal - Agent 3 Staff 27 Edit
286 Referral Sent - Click-to-Reveal - Agent 4 Staff 27 Edit
347 Referral Sent - Click-to-Reveal - Agent 5 Staff 3 Edit
153 Referral Accepted - Click-to-Reveal Reminder - Agent 1 Staff 27 Edit
174 Referral Accepted - Click-to-Reveal Reminder - Agent 2 Staff 27 Edit
175 Referral Accepted - Click-to-Reveal Reminder - Agent 3 Staff 27 Edit
195 Acknowledge Referral/Agents Made Contact - Vendor Staff 27 Edit
166 Feedback - Vendor Staff 27 Edit
159 Appraisal Booked - Vendor Staff 27 Edit
157 Appraisal Booked - Agent 1 Staff 27 Edit
178 Appraisal Booked - Agent 2 Staff 27 Edit
179 Appraisal Booked - Agent 3 Staff 27 Edit
154 Agent Selected - Vendor Staff 27 Edit
155 Agent Selected - Agent 1 Staff 27 Edit
176 Agent Selected - Agent 2 Staff 27 Edit
177 Agent Selected - Agent 3 Staff 27 Edit
203 Agent Selected (Unsuccessful) - Agent 1 Staff 27 Edit
202 Agent Selected (Unsuccessful) - Agent 2 Staff 27 Edit
201 Agent Selected (Unsuccessful) - Agent 3 Staff 27 Edit
206 Agent Selected (Made A Decision To Sell?) - Vendor Staff 27 Edit
244 Pre-Listing - Appointed Agent Staff 27 Edit
161 Property Listed - Vendor Staff 27 Edit
183 Property Listed - Appointed Agent Staff 27 Edit
163 Sales Progress - Vendor Staff 27 Edit
184 Sales Progress - Appointed Agent Staff 27 Edit
242 Sales Progress 2 - Vendor Staff 27 Edit
243 Sales Progress 2 - Appointed Agent Staff 27 Edit
182 Sold Congrats - Appointed Agent Staff 27 Edit
295 Sold Congrats - Vendor Staff 27 Edit
198 Invoice - Appointed Agent Staff 27 Edit
186 Referral Sent - Non-CTR (Cold) - Agent 1 Staff 27 Edit
188 Referral Sent - Non-CTR (Cold) - Agent 2 Staff 27 Edit
189 Referral Sent - Non-CTR (Cold) - Agent 3 Staff 27 Edit
187 Referral Sent - Non-CTR (Referred Recently) - Agent 1 Staff 27 Edit
190 Referral Sent - Non-CTR (Referred Recently) - Agent 2 Staff 27 Edit
191 Referral Sent - Non-CTR (Referred Recently) - Agent 3 Staff 27 Edit
136 Overdue Invoice - Reminder 1 - Agent 1 (Select Appointed Agent) Master Staff 3 Edit
139 Overdue Invoice - Reminder 2 - Agent 1 (Select Appointed Agent) Master Staff 3 Edit
133 Overdue Invoice - Letter of Demand - Agent 3 (Select Appointed Agent) Master Staff 3 Edit
194 Attempt 6 - Final SMS Staff 27 Edit
205 Qualify Lead 2 (Attempt 4) - Vendor Staff 27 Edit
210 Report Follow-Up - 3 Agents Report Follow-Up (No Intros) - Vendor Staff 27 Edit
211 Report Follow-Up 2 Agents Report Follow-Up (No Intros) - Vendor Staff 27 Edit
212 Report Follow-Up 1 Agent Report Follow-Up (No Intros) - Vendor Staff 27 Edit
213 Acknowledge Referral - Non-CTR - Agent 3 Staff 27 Edit
214 Acknowledge Referral - Non-CTR - Agent 2 Staff 27 Edit
215 Acknowledge Referral - Non-CTR - Agent 1 Staff 27 Edit
216 Acknowledge Referral Follow-Up After Call - Non-CTR - Agent 3 Staff 27 Edit
217 Acknowledge Referral Follow-Up After Call - Non-CTR - Agent 2 Staff 27 Edit
218 Acknowledge Referral Follow-Up After Call - Non-CTR - Agent 1 Staff 27 Edit
219 Past Opportunity 1 - Not Selling - Vendor Staff 27 Edit
220 Past Opportunity 2 - Not Selling - Vendor Staff 27 Edit
221 Past Opportunity 3 - Not Selling - Vendor Staff 27 Edit
224 Invoice Information Request 1 - Appointed Agent Staff 27 Edit
225 Invoice Information Request 2 - Appointed Agent Staff 27 Edit
226 Invoice Information Request 3 - Appointed Agent Staff 27 Edit
228 Referral Fee Payment Follow-Up 1 - Settlement Confirmation - Appointed Agent Staff 27 Edit
229 Referral Fee Payment Follow-Up 2 (Invoice Payment Overdue) - Appointed Agent Staff 27 Edit
230 Invoice Information Request - Under Contract - Appointed Agent Staff 27 Edit
232 Invoice Sent (Not Due) - Appointed Agent Staff 27 Edit
239 Invoice Sent (Overdue) - Appointed Agent Staff 27 Edit
317 Invoice - Appointed Agent (Different Property Mgmt Only) Staff 27 Edit
227 Fee Received - Appointed Agent Staff 27 Edit
231 Agent Selected 2 - Vendor Staff 27 Edit
233 Agent Selected 2 - Agent 1 Staff 27 Edit
234 Agent Selected 2 - Agent 2 Staff 27 Edit
235 Agent Selected 2 - Agent 3 Staff 27 Edit
199 Any Agent Accepts Referral - Vendor Staff 27 Edit
193 Any Agent Accepts Referral - Agent Staff 27 Edit
241 Was Agent SMS - (Fake) Vendor Staff 27 Edit
152 DEPRECATED - Property Valuation Report - Vendor Master Staff 27 Edit
253 Hibernate - Not Selling - Agent 1 Staff 27 Edit
254 Hibernate - Not Selling - Agent 2 Staff 27 Edit
255 Hibernate - Not Selling - Agent 3 Staff 27 Edit
256 Hibernate - Not Selling - Vendor Staff 27 Edit
259 Hibernate - Another Agent - Agent 1 Staff 27 Edit
258 Hibernate - Another Agent - Agent 2 Staff 27 Edit
257 Hibernate - Another Agent - Agent 3 Staff 27 Edit
265 Hibernate - Another Agent - Vendor Staff 27 Edit
261 Feedback - Vendor (Shopper Approved Backup) Master Staff 3 Edit
262 Feedback - Vendor (New Prototype) Master Staff 3 Edit
263 Research - 3 Agents Report - Vendor (Prototype) Master Staff 3 Edit
264 Feedback - Vendor (Google Review) Master Staff 3 Edit
269 Referral Sent - Click-to-Reveal - Agent 1 (Backup Plain Version) Staff 27 Edit
270 Referral Sent - Click-to-Reveal - Agent 2 (Backup Plain Version) Staff 27 Edit
271 Referral Sent - Click-to-Reveal - Agent 3 (Backup Plain Version) Staff 27 Edit
274 Blank Template No Formatting Staff 27 Edit
279 Hibernate - Qualified/COVID - Agent 1 Master Staff 27 Edit
280 Hibernate - Qualified/COVID - Agent 2 Master Staff 27 Edit
281 Hibernate - Qualified/COVID - Agent 3 Master Staff 27 Edit
282 Hibernate - COVID19 - Vendor Master Staff 27 Edit
294 Hibernate - COVID19 Follow-Up - Vendor Master Staff 27 Edit
283 Research - 3 Rental Agencies Report - Vendor Staff 27 Edit
284 Rented Congrats - Appointed Agent Staff 27 Edit
285 Invoice (Rental) - Appointed Agent Staff 27 Edit
293 Agent Digest Master Staff 27 Edit
315 Partner Digest Master Staff 27 Edit
304 No Property Value Report Available - Vendor Staff 27 Edit
318 No Email For Property Value Report - Vendor Staff 27 Edit
296 Content Newsletter Staff 27 Edit
310 Content Newsletter - Draft Master Staff 27 Edit
298 Content Newsletter TR Draft Master Staff 3 Edit
236 Property Valuation Market Report - Vendor Staff 27 Edit
299 Property Valuation Market Report (No Agents) - Vendor Staff 27 Edit
360 Property Valuation Market Report (No Agents) - Vendor (Clean) Staff 3 Edit
368 Property Valuation Market Report (Follow-up) - Vendor (Clean) Staff 3 Edit
300 Seller Guide Lead Staff 27 Edit
301 Property Value Report Wait Message Staff 27 Edit
302 Content Newsletter (Old, Backup) Master Staff 3 Edit
303 Content Newsletter (Kent Copy) Master Staff 3 Edit
308 Agent Digest (Var 3, Button) Master Staff 27 Edit
309 Agent Digest (Backup) Master Staff 27 Edit
311 Agent Digest (Testing Alt Property Tag) Master Staff 27 Edit
320 Click-to-Reveal - Unregistered Partner (Auto Send) Staff 27 Edit
319 Unregistered Partner Accepts Referral (CCs For Referrals) - Partner Staff 27 Edit
313 Any Partner Accepts Referral - Vendor Staff 27 Edit
275 Reply - Pre-Listing Agent Thank You Staff 27 Edit
276 Reply - Pre-Listing Vendor Thank You Staff 27 Edit
305 Reply - Invoice Info Received - Agent Staff 27 Edit
321 Click-to-Reveal - Unregistered Partner (Manual Send - Agent 1) Staff 3 Edit
312 Registered Partner Accepts Referral (CCs For Referrals) - Property Management Agent 1 Staff 27 Edit
322 Registered Partner Accepts Referral (CCs For Referrals) - Property Management Agent 2 Staff 3 Edit
323 Registered Partner Accepts Referral (CCs For Referrals) - Property Management Agent 3 Staff 3 Edit
324 Invoice Information Request 1 - Appointed Agent (Property Management) Staff 3 Edit
327 Research - 1 Agent Report - Owner (Property Management) Staff 3 Edit
326 Research - 2 Agents Report - Owner (Property Management) Staff 3 Edit
325 Research - 3 Agents Report - Owner (Property Management) Staff 3 Edit
354 Research - 4 Agents Report - Owner (Property Management) Staff 3 Edit
355 Research - 5 Agents Report - Owner (Property Management) Staff 3 Edit
329 Referral Sent - Non-CTR (Cold RENT) - Agent 1 Staff 3 Edit
330 Referral Sent - Non-CTR (Cold RENT) - Agent 2 Staff 3 Edit
328 Referral Sent - Non-CTR (Cold RENT) - Agent 3 Staff 3 Edit
350 Referral Sent - Non-CTR (Cold RENT) - Agent 4 Staff 3 Edit
351 Referral Sent - Non-CTR (Cold RENT) - Agent 5 Staff 3 Edit
331 Referral Sent - Click-to-Reveal - Agent 1 - Property Management Staff 3 Edit
332 Referral Sent - Click-to-Reveal - Agent 2 - Property Management Staff 3 Edit
333 Referral Sent - Click-to-Reveal - Agent 3 - Property Management Staff 3 Edit
348 Referral Sent - Click-to-Reveal - Agent 4 - Property Management Staff 3 Edit
349 Referral Sent - Click-to-Reveal - Agent 5 - Property Management Staff 3 Edit
334 Referral Sent - No CTR - Agent 1 - Property Management Staff 3 Edit
335 Referral Sent - No CTR - Agent 2 - Property Management Staff 3 Edit
336 Referral Sent - No CTR - Agent 3 - Property Management Staff 3 Edit
352 Referral Sent - No CTR - Agent 3 - Property Management Staff 3 Edit
353 Referral Sent - No CTR - Agent 5 - Property Management Staff 3 Edit
337 Any Agent Accepts Referral - Agent (Property Management) Staff 3 Edit
339 PROPERTY MANAGEMENT - Referral Sent - Click-to-Reveal - Agent 1 (Backup Plain Version) Staff 3 Edit
340 PROPERTY MANAGEMENT - Referral Sent - Click-to-Reveal - Agent 2 (Backup Plain Version) Staff 3 Edit
341 PROPERTY MANAGEMENT - Referral Sent - Click-to-Reveal - Agent 3 (Backup Plain Version) Staff 3 Edit
338 Referral Sent Reminder - Click-to-Reveal - Agent 0 - Property Management Staff 3 Edit
342 Agent Selected 1 - Any Agent (Property Management) Staff 3 Edit
343 Agent Selected 2 - Any Agent (Property Management) Staff 3 Edit
344 Content Newsletter (Copy of Kent's Last One) Master Staff 3 Edit
346 Research - 5 Agents Report - Vendor (Staff Preview) Staff 3 Edit
356 New Lead SMS Staff 3 Edit
359 New Lead SMS (PM) Staff 3 Edit
358 New Lead SMS (Out of Office) Staff 3 Edit
357 Short Thank You Page link Test Staff 3 Edit
361 Draft - Hero colour with text over the top Test Staff 3 Edit
362 Draft - Hero image with text over the top Test Staff 3 Edit
363 Draft - Hero image with text over the top (black text) Test Staff 3 Edit
364 Draft - Hero images (Backup) Test Staff 3 Edit
365 Self Serve - Connection Requested - Vendor Staff 3 Edit
366 Self Serve - Connection Request - Any Agent Staff 3 Edit
367 Mass Email - Update Agent Profile Staff 3 Edit
370 Buyer's Agent - Request More Info (Owner) Staff 68 Edit
371 Buyer's Agent: Research BA Staff 68 Edit
372 BA Referral Sent - Agent 1 Staff 68 Edit
373 BA Followup - Agent 1 Staff 68 Edit
374 BA Referral Sent - Agent 2 Staff 68 Edit
375 BA Followup - Agent 2 Staff 68 Edit
376 BA Booked - Vendor Staff 68 Edit
377 BA Referral Sent - Agent 3 Staff 68 Edit
378 BA Followup - Agent 3 Staff 68 Edit
379 BA - Referral Sent - Click-to-Reveal - Agent 1 Staff 3 Edit
381 BA - Any Agent Accepts Referral - Agent (BA) Staff 68 Edit
382 BA Agent Selected 1 - Any Agent Staff 68 Edit
383 BA - Referral Sent - Click-to-Reveal - Agent 2 Staff 68 Edit
384 BA - Referral Sent - Click-to-Reveal - Agent 3 Staff 68 Edit
345 Potential Spam - SMS Staff 3 Edit
388 [Syd] Home Selling Masterclass (Email 0) Staff 68 Edit
389 [Syd] Home Selling Masterclass (Email 1) Staff 68 Edit
390 [Syd] Home Selling Masterclass (Email 2) Staff 68 Edit
391 [Syd] Home Selling Masterclass (Email 3) Staff 68 Edit
393 [Syd] Home Selling Masterclass (Email 4) Staff 68 Edit
392 [Syd] Home Selling Masterclass (Email 5) Staff 68 Edit
394 [Syd] Home Selling Masterclass (Email 6) Staff 68 Edit
395 [Syd] Home Selling Masterclass (Email 7) Staff 68 Edit
397 [Syd] Home Selling Masterclass (Email 8) Staff 68 Edit
398 [Syd] Home Selling Masterclass (Email 9) Staff 68 Edit
399 [Syd] Home Selling Masterclass (Email 9) (Copy) Staff 68 Edit
401 6 Week Home Seller Plan (Email 0) Staff 68 Edit
404 6 Week Home Seller Plan (Email 1) Staff 68 Edit
412 6 Week Home Seller Plan (Email 2) Staff 68 Edit
406 6 Week Home Seller Plan (Email 3) Staff 68 Edit
405 6 Week Home Seller Plan (Email 4) Staff 68 Edit
410 6 Week Home Seller Plan (Email 5) Staff 68 Edit
411 6 Week Home Seller Plan (Email 6) Staff 68 Edit
407 6 Week Home Seller Plan (Email 7) Staff 68 Edit
408 6 Week Home Seller Plan (Email 8) Staff 68 Edit
409 6 Week Home Seller Plan (Email 9) Staff 68 Edit
413 Felix Test Self Serv - NO Staff 66 Edit
414 Felix Test Self Serv - YES Staff 66 Edit
415 Felix Test Self Serve - NO Added Agent Staff 66 Edit
416 Felix Test Self Serve - NO Added Agent - Self Serve Property Staff 66 Edit