Prevent Missed Deadlines: Require Date Entry in Opportunities , Improve Smart Due Dates: Auto-Prompt to Enter Key Contract & Listing Info
Currently, there is no system-generated reminder or required action to enter contractual dates and listing details into an Opportunity when a listing becomes Active or moves Under Contract. This can cause Smart Due Dates in the checklist and stages to not function properly if the "Agreement Won" date or other key dates (e.g., listing agreement date, contract deadlines) are missing.
Proposed Solution:
✅ System Notification: Trigger an automatic reminder when an Opportunity moves to Active or Under Contract, prompting the agent to enter all required dates.
✅ Forced Pop-Up Prompt: Before an Opportunity moves to Active or Under Contract, require confirmation that key dates (such as Agreement Won, Listing Agreement Date, Due Diligence Deadline, Closing Date) are entered.
✅ Auto-Task Creation: Automatically add a checklist task to "Confirm Contract & Listing Dates Entered" whenever an Opportunity moves to Active or Under Contract.
Why This is Needed:
✔ Ensures Smart Due Dates trigger correctly for checklists and stages.
✔ Prevents missed deadlines by keeping all contract details up to date.
✔ Reduces manual tracking and improves workflow efficiency.
✔ Helps agents stay organized so transactions move smoothly.
🔹 This small but powerful feature would prevent important contract and listing details from being forgotten, ensuring that KW Command checklists and Smart Due Dates work as intended.
