Purpose of the application
...
In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
...
Chat messages
...
In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
...
To create the Collaboration room, the broker can follow one of the ways:
Open Salesforce and click “Open” room in the corresponding Deal (if any). It works for Tenant and Buyer representations.
Open the Collaboration room tab and create it from scratch;
Select the required listings and create a room with them;
...
After clicking on the Quick Create New Contact, the popup for a new contact is opened and the user can create a contact without the need to do it in xRE and then sync, or in another tab (for the standalone version).
For xRE-related casecases, this contact will be automatically synched synced with the CRM - system.
The link to the room can be copied and shared manually, or sent via email. the participants are selected among the existing contacts.
...
Open the Deal room tab and create it from scratch;
Select the required listings and create a room with them;
Open Salesforce and click “Open” room in the corresponding Deal (if any); . It works for Landlord and Seller representations.
The principles of creating the deal room are similar to the collaboration room, however, deal rooms are more secure and the broker can add an NDA to it, so every new participant will need to sign it before joining.
...