This article applies to users with one of the following roles:
- Administrators
- Agent Administrators
- Branch Managers
- Agents
- Suppliers
In MoveIT 0.16.0 we have improved the ability for Agent Administrators to communicate with Agents in their organisation via MoveIT, to assist with the management of referrals and instructions.
How Does the Internal Communications Process Work?
Agent Administrators have the ability to request an update from a supplier about an open referral instruction via the Referral Pipeline by using the Request Update pipeline action button.
As of MoveIT V0.16.0 there is the additional option to choose to request an update from a supplier, the agent who created the referral or instruction or both:
Doing so will send an email as well as a notification to the users in question along with any notes that you added to the update request.
The agent or supplier, to whom the request was sent is then able to use the Provide Update pipeline action in order to respond to the request. Doing so will send a response to the requestor.
Important: all request and update notes are visible to all relevant parties, i.e. agents and suppliers, and so we encourage all to keep dialogue as professional as possible.