SkySlope Individual Settings

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Individual Settings are available for everyone who has activated the SkySlope add-on. 

To access your individual settings, follow the steps below. 

  1. Go to the profile icon at the top right of your screen

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  2. Select Apps from the dropdown

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  3. Click Settings on the SkySlope card

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  4. This will take you to the Individual Settings page

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  5. You have the following options here:
    • SkySlope Credentials: You can edit your SkySlope credentials here
    • Auto-Create: This option lets you auto-create any new deals in SkySlope in Zipi
    • Manually Syncing Deals
      • Default Office: You can select your default office. This will be used by default for all manually synced deals
      • Default Agent Profile: You can select your default agent. This will be used by default for all manually synced deals

Auto-Create

  1. To turn on this feature, enable the toggle
    Note: This auto-create will not work if auto-create is turned on company wide.

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    Note: Draft deals created here will not be synced as dual deals in Zipi.

  2. This lets you add the trigger(s) for auto-creation

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  3. Any deal that meets these conditions will be auto-created in Zipi. You have the following options:

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    • SkySlope Office: You can choose one or multiple SkySlope offices
    • Transaction Type: You can choose Listing, Sale, or both
    • Transaction Status: You can choose between the different SkySlope statuses
    • Enable Notifications: Enabling this option means you get a notification every time a deal is auto-created in Zipi

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  4. Once you have created you trigger, click Save & Go To Zipi
    Note: Auto-create runs every 5 minutes

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  5. Any new deals in SkySlope that meet the criteria will now be auto-created in Zipi

Manually Syncing Deals

This option lets you choose your default office and agent for when you push a deal to SkySlope.

Note: This option only works when the primary agent on the deal in Zipi is not an agent in SkySlope.  

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Every time you push an existing deal from Zipi to SkySlope, these fields will be auto-populated. 

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