From the Synergy Agent Panel users can do the following:

• View  lead’s  details,  agent  assignment  date,  alerts,  and  history  of actions.
• Schedule,     reschedule,     and   cancel    attended    and   unattended showings or appointments.
• Select a lead and send an individual email or text. Select several leads and send mass emails or texts.
• Get directions to the place of appointment from the agent’s current location.
• Change a lead’s status.
• Select a lead and create a note. View a property or event details.
• Address a required action for a selected lead. Generate contracts.
• Generate lead activity reports.

The Synergy Agent Panel displays the following details for the selected property or event:

• Lead’s Name Email
• Phone Number Status
• Status
  –  New: Brand new lead. There has not been any communication yet.
  –  Scheduled: A showing or appointment has been scheduled with the lead.
• Latest Action
• Requested Time: The appointment times that the lead has requested. Note this is not necessary when an appointment or a showing has been scheduled unless the Status column says Scheduled.
• History