126 results found
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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!
27 votes -
Show Opportunity Notes in Contact Notes
This would be very help because if an opportunity is either lost, archived or closed, we will be able to see the notes that will be useful for other team members that are going into the database to call/check in.
14 votes -
Calendar integration for Opportunity Key Dates
My Operations Manager had a great idea today: Calendar view on Opportunities. (So if you're trying where everything is within a week/month timeframe, it's easier to view.) Sync with Google Calendar too.
18 votes -
Transferring Opportunities between Market Centers
We had a team transfer from another KW Market center and they brought their listings with them. They already made the opportunities and contacts at the other Market center but they are working from ours now. Could you please add a way to transfer opportunities between Market Centers? For all of the associate transfers within KW.
6 votes -
View Full Checklist Template for Opportunities
Being able to look at a full list of the checklist items for all stages/phases of an opportunity would be very helpful. Quick access to the full list is helpful to see how we want to edit the opportunity process in its entirety, maybe moving things to an earlier stage/phase.
3 votes -
All Opportunities as Default View
I would like the option of having the Opportunities default as the LIST view. Much easier to see all the opportunities and who is assigned.
3 votes
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