Make Checklist Versioning More Obvious (Tool Tip)
Make versioning for Opportunity document checklists a lot more obvious. Agents and trainers don't know that this exists and are adding a new opportunity for every offer a buyer has.
5
votes
Adminalainahebert
(Product Specialist, Keller Williams Realty)
shared this idea
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LABS Team
commented
After a deal falls apart and it goes back under contract a new version of the under deposit folder is made. Ever time I log back in it reverts back to the original version and not the current deal. I have to change folders for each time I go into the opportunity. This also leads to the Market center putting messages in the chat section of the old deal. Maybe the old deal could be archived somehow.