126 results found
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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 -
If/Then Functions for Opportunity Task Checklists
For checklists, I would like to set up "If-then" scenarios where if a box is checked then another checklist appears. In other words, make a checklist item a question and then based on the answer, have different checklists populate that apply to that answer. For example, Checklist Question: Inspection Results; Answers: a) Satisfactory, deal moving forward; b) Unsatisfactory, Repairs Needed; c) Dissatisfied, withdrawal from deal
IF inspection is checked as "Dissatisfied", THEN another checklist for Mutual Releases/Withdrawal from Transaction is added. IF inspection is Unsatisfactory and requires repairs to move forward, another checklist item displays for adding an addendum, etc.…
4 votes -
Notification for Multiple Opportunities Created for One Contact
Issue: many agents create multiple Opportunities for the same contact/transaction because they do not remember making one OR they do not know how to find the one they already made.
Solution: allow for a modal to pop up when an agent begins to create an additional Opportunity for a contact using the linked contact as the trigger.
Example: an agent creates an Opportunity for Mr. Buyer. Later the agent forgets that an Opportunity is already made for Mr. Buyer and begins to make a second one. Once "Mr. Buyer" is linked in the Create Opportunity screen a modal pops up…
3 votes -
Select "Default" Version of Checklist Versions
Inside of Command Opportunties, agents are able to create a new version of an under contract folder. Many agents use this for a backup offer, but are currently unable to set the new folder to default as open if they need to start using that other folder. This has led to agent's uploading docs to the wrong version or downloading the wrong documents. Either being able to select which version will default open, or even having it remember which folder was open last would be a helpful feature.
3 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.
2 votes
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