Tagging Associates Auto-Tags Opportunities
As a market center with a business center it would be IMMENSELY helpful to be able to tag associates (rather than individual opportunities so that they autopopulate every opportunity) with a location (MC vs BC) ID tag in order to sort as closings are processed.
4
votes
LABS Team
shared this idea
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Dane Farris
commented
Agreed! This would also be immensely helpful for tracking deals that are part of the Productivity Coaching program. If we could tag an agent as part of PC, and all of their opportunities would be tagged as part of PC, it would make tracking coaching pay much easier.