Show Compliance Tags to Agents
Admin tags should be visible to Agents so they can tell which step of the process we are in for processing their paperwork. E.g. Listing Complete, Missing Paperwork, Conditional, Missing Lawyer - Seeing just these 4 tags, would let them know that their Listing is Complete, but the Transaction is still Conditional, we are Missing Paperwork to make it to Firm, and that we do not have Lawyer Information for the property yet.
They can tell all of this at a glance at the Tags, rather than entering the Opportunity and rifling through paperwork.
LABS Team
shared this idea
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Kulani Paikuli
commented
I like this idea, but our MC uses some tags that are intended for MC use only.
1. So instead of making ALL admin tags visible to the agents, we should have a check box or a toggle switch that would make the tag visible to all agents when the tag is created.
2. We should also have the ability to change this in case a mistake was made.
3. We should have the ability to make a tag visible in a specific opportunity so that if we have a tag that is usually toggled to "Only Visible by MC Leadership" but have a specific opportunity where it is critical that the agent sees it as well, then we can change it for only that opportunity and not changing the default visibility of that tag on all opportunities.