Streamline Your Data Entry with SAM's New Interview Questions Feature

As a real estate agent, your time is valuable, and managing data efficiently is crucial for your success. That’s why we’re excited to introduce a significant enhancement to SAM—Interview Questions. This new feature allows you to add and update Contacts, Properties, Listings, Transactions, and Projects through guided, question-by-question flows, making data entry faster and easier than ever.

Why Interview Questions Matter

Instead of sifting through full records to locate specific fields, you can now answer a concise sequence of prompts such as name, phone, address, and more. This streamlined process not only saves you time but also reduces the chances of errors during data entry. SAM automatically organizes your answers, linking them to the correct records and creating related items as necessary.

Setting Up Interview Templates

To configure these interviews, navigate to Setup → Interview Templates. Here, you can find templates categorized by entity type, such as Contact, Property, and Listing. Each template can include:

• Custom flow names and optional subtype labels (e.g., Buyer or Seller)
• An ordered list of questions
• Options to show in Quick Add for easy access
• Default answers to speed up data entry

You have the flexibility to edit prompts, reorder questions, and ensure that the interview flows reflect the standard practices of your office.

Using the Quick Add Menu

The Quick Add feature allows you to select the appropriate interview type directly from the homepage. This menu shows every interview template you’ve set to appear in Quick Add, making it easy to initiate the process without extra navigation.

Integrating Interviews into Your Routines

You can also integrate interviews into your regular routines. By adding a Start Interview action during routine setup, you can invoke the relevant interview template when working on Contacts, Properties, Listings, Transactions, or Projects. This ensures that any updates are made to existing records, maintaining consistency and avoiding the creation of duplicate entries.

Features for Call List Actions

For those utilizing Call Lists, you can now add an Interview button to streamline your outreach. Choose a template that suits the call type, whether it’s updating a contact or creating a referral. This feature enhances your ability to collect information seamlessly during phone conversations.

The User Experience

The Interview Questions feature provides a focused, user-friendly experience. Each question is presented in a dialog format, allowing you to enter answers progressively. You can skip optional questions, and required fields will prompt you to provide necessary information to avoid incomplete records.

Conclusion

With Interview Questions, SAM empowers real estate agents to maintain consistent, efficient data management across all interactions. By setting up tailored templates and leveraging the Quick Add menu and Call List actions, you can ensure that every intake and update conversation is streamlined and professional.

Take advantage of this powerful new feature to enhance your workflow today!