Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)
instead of having to manually enter the closing date from details to home anniversary, it should automatically go to home anniversary date field once the closing has been completed. this way would be easier for reports and smartpans than having to go back and enter each :) thanks!
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LABS Team commented
An agent talked about tracking home anniversaries dates and how helpful it would be to have the closing date for every transaction be automatically added to the attached contacts. This would make tracking home anniversaries much easier on the agents and their admins and to add to home anniversaries smartplans.
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LABS Team commented
This would be great for helping agents track past clients and home anniversaries dates, so the agent doesn't have to enter manually. It would pull from when the documents are through compliance and the deal is marked as closed.
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LABS Team commented
It would great once home closes escrow, that the address on file for the transaction now becomes/gets added to the contact card for that client as their primary address. this will automatically update all campaings, collateral and communication.
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LABS Team commented
All my transactions go into Command. I would love it if the system automatically entered the closing date or home anniversary???
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LABS Team commented
When an opportunity gets to closing, our client usually has changed their home address; Command could offer a pop-up on listings, which presents a field for, "if applicable, enter your client's new primary address here," or for buyers, "is the property address the new primary address for your client?" And based on the user's entry, Command will update the client's Contacts address information.