Demonstration of Features:
The Sierra extension allows you to Assign the Buyer or Seller Agent, and because there are two assignments, there will be two statuses: Buyer and Seller.
The initial startup of the extension may take 10-90 seconds, depending on the size of the database it is trying to load. If you are a CBX Pro User, the extension may also appear as the Free version until it is done loading.
While the extension is able to create and complete tasks, Today’s Tasks and Overdue Tasks are not supported in the Free or Pro version.
Adding Tags in the extension must be explicit and match a given Tag that already exists in Sierra exactly. Otherwise, a new Tag will be added.
There is no Call Log for the Sierra CBX.
Each User must have a Sierra Agent Profile, as well as a Lead assigned to them in Sierra, before they can be enabled in the Manage Users page of the CBX (this is due to a limitation of the Sierra API).