cloudHQ has also gained popularity with real estate firms. Real estate professionals need to keep their team working on particular properties and ensure that everyone has the same information and keep the whole process paperless at the same time! cloudHQ does it for them extremely smoothly. It helps to organize emails within a team case by case and also can keep the information about open properties.
We suggest oragnizing your emails into three email labels:
- ACTIVE PROPERTIES
- ARCHIVED PROPERTIES
ACTIVE PROPERTIES and ARCHIVED PROPERTIES labels
Then you should create sub-labels under ACTIVE PROPERTIES and ARCHIVED PROPERTIES. So your label structure will look like this:
|-- ACTIVE PROPERTIES | | | |-- 213 Geary Ave | |-- 2342 Judah St | |-- 324 35th Ave | |-- | |-- ARCHIVED PROPERTIES | | | |-- 9888 Market St | |-- 320 Hayes St | |-- 770 Stanyan St | |-- ...
Now, you need just share labels ACTIVE PROPERTIES and ARCHIVED PROPERTIES with your team and viola: everyone has access to the same information and of all the conversations taking place on the email threads.
Once the property is closed the sub-label belonging to the case can be shifted under the label ARCHIVED PROPERTIES and then you have a history you can refer back to you, but at the same time does not clutter up your inbox and can be shared with anyone else in future in case it needs to be referred back to.
And when you get a new case just create a sub-label under ACTIVE PROPERTIES and all members of your team will see that new sub-label.
The label ASSIGNED is optional and it can be used to control who is currently working on certain properties. The sublabel for that label will be the list of your team members:
|-- ASSIGNED | | | |-- bob@ | |-- naomi@ | |-- jesica@ | |--
When a team member (i.e., bob@) start working on certain email message they can label that email message as ASSIGNED/bob@ – that is additional to label ACTIVE PROPERTIES/2342 Judah St. So the email will have two labels:
- ACTIVE PROPERTIES/2342 Judah Sts
To assign an email from bob@ to naomi@ just unlabel the email message from “ASSIGNED/bob@ to label it with “ASSIGNED/naomi@”.