Add Stage and Checklist Templates Library for Opportunities
It'd be beneficial if we could share/use opportunity templates (Stages and Checklist) from other agents that would like to share what they use, just like in the smartplans section.
Bryan Hidalgo
shared this idea
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Kerry Knight
commented
Ability to share, would be a huge time saver!
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Marco Vasile
commented
I think it would be a really great feature if we can download / upload checklist templates into Opportunity stages. It would give offices the ability to create a template based on how business is done in that area, and would give a nice guideline for agents to follow. For example, follow these 15 steps when you get a new listing signed, follow these 10 when you go into contract, etc.
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Sean Kins
commented
We desperately need this! Our office has 6 checklists: residential, commercial, lease, business opportunity, manufactured home, land. And within each checklist - checklist sections: listing, consultation, under contract, closed. A paper checklist - excel or word .pdf is greatly useful to agents; however, duplicate work to KW Command checklists - which is extremely time consuming for staff to edit both KW Command and paper checklists. Please, please, please add a way to export Command checklists at the agent level so they can better manage incoming paperwork and know what paperwork is required when drafting contracts. Thank you!!
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LABS Team
commented
Would like to import/export opportunity checklists to share with other agents/teams.