Hello, we are a real estate team and we are trying to create a customer journey for specific workflows. For example a listing. There are a number of stages and a number of people involved, mainly our admin team and the particular agent who's listing it is. I want to create a "moterboard" of all actions that need to take place and who is to do them and then have the admins and the agents go down the "timeline" and check items off as they progress. My question is two fold:
a) has anyone done something similar? I'd love to see some examples of how to organize this efficiently
b) if we have one creator account for the team, can agents access with their own emails and be able to check off the items assigned to them? As of right now I haven't been able to get this part to work...
Thank you!
