4 results found
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Allow Team Admins to View All Opportunities
Hello! We are a growing team and we have run into the issue of our DOO not being able to see all of the Team's opportunities; only the rainmaker can. The only way for them to see the opportunities is if they are assigned to him which seems a bit of a hassle. We don't want to add him as another Rainmaker in Command Teams as that would mess up our reporting.
So, can we have a function where the team DOO or admin has the ability to see all of the team's opportunities? Or, throw this permission into the…
33 votes -
Allow Guest Users to Access Opportunity Discussions
Currently, a Guest Admin cannot participate in Opportunity Discussions, since Guest Admins sometimes fill multiple roles in support of a transaction this would be a key feature for larger teams to take advantage fo this feature.
4 votes -
Filters for Opportunities (Date Range, Status, Compliance Status, Submitted Date, etc.)
It would be helpful to be able to pull reports of opportunities with a date range and status option. Many times, we have wanted to see the transaction type, where each transaction is; cultivate, appointment, closed etc and include the contact details. Also, it would be great to have the report csv exportable.
4 votes -
Add More Than One Document to Checklist Item (without Merging)
I usually have to merge multiple PDFs into one file in order to upload it. I would love the ability to add multiple attachments to any category without having to make it into a single PDF
4 votesCould you please tell us more about where you are uploading multiple documents? That will help us to prioritize this and alert the correct team.
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