Folio amitree how to#
Folio amitree password#

Step 1: Create a Smart Folder and set up the timelineīefore you can share a timeline, you will need to create a Smart Folder and add events to its timeline. They must set up a Folio account to edit the timeline. They'll get all the same benefits and notifications as 'viewers' do above, but they'll also be able to edit the timeline. This is a good option for a co-agent or TC, not for your clients.

If you share with 'edit' permission, the recipient gets access to the timeline website as an editor. They'll be notified when you make changes to the timeline.They'll receive email reminders to events that you've set reminders for.They'll receive an email invitation to the timeline.If you share with 'view' permission, the recipient gets access to the timeline website as a viewer. Both options allow someone to view the timeline, but someone with editing permissions can change the contents of the timeline. You can share a timeline with either view-only or edit permissions. Using Folio, you can collaborate on a transaction with other agents, a transaction coordinator, or any other real estate professionals. Using Folio in another industry? Learn more here. Important transaction milestones will be automatically synced to your Google or Outlook Calendar and attachments to Google Drive to stay on schedule and organized.This article is for users of Folio for Real Estate.Each Smart Folder will have a transaction timeline, and you can manage the deal, share it with clients, assign tasks, and more.Using AI, Folio will organize each transaction's emails, files, and contacts into a Smart Folder.First, connect Folio to your work email account on Gmail or Microsoft 365.Creating timelines that you can share in one click with clients and colleagues is quick and easy. More than 100,000 real estate agents trust Folio to help them close on time, impress their clients and get more referrals.įolio makes it easy to impress your clients and keep your transactions on track – even when you don’t have time.įolio lives where you already work – your email – and uses AI to automatically know which emails are related to a real estate transaction. Thank you again for the helpful feedback and for being a Folio user.įolio helps real estate agents stay on top of transactions from Gmail and integrates seamlessly with Google Drive, Microsoft 365, and Outlook or Google Calendar. If you're willing, please email us at simply stating that you're following up on your review (we can't find your email address based on this review as it only shows your first name) and our CMO will reach out to you personally. If you've had a different experience, we would love to hear about it if you're willing to share with us so that we can continue to improve in that area.

Our customer service reps try to respond to all inquiries or requests for assistance within 24 hours and almost always are able to do so. Also, thank you for the feedback about marking a transaction as closed rather than just archiving the folder - it will be shared with our Head of Product.

We are always working on improving our transaction detection functionality so that your emails are sorted correctly and that the tool discovers emails related to a certain transaction (to avoid you having to manually add emails to a folder). We are constantly trying to improve the product for our users and it's feedback like this that helps us do so. Hi Nichole, Thank you for your honest and constructive review. We will continue to try improve our renewal and cancellation processes and thank you for your feedback.

Folio amitree how to#

We did try many times to notify you of the upcoming renewal and provided instructions on how to cancel your subscription. We’re sorry you didn’t feel like our customer service team handled this as you would have liked, however, even though our policy is clear on this, we did provide you with a partial refund. Therefore, we provide you with links to unsubscribe from the service when reminding you about the upcoming renewal.

Folio amitree password#

Unfortunately, sometimes inboxes get disconnected due to a password change and if we unsubscribed people based on the inbox connected state, many people would unexpectedly lose access. We also make it explicitly clear that uninstalling Folio from your inbox will not cancel your subscription. We do feel it’s important to be transparent with our users so we make sure to email our users multiple times prior to renewal, as you pointed out. Like many other SaaS services, Folio auto-renews to avoid service interruptions to our users’ accounts. Hi Julie, Thank you for your honest review.