Option to Sort Pending Company Dollar Report by Closing Date
It can be nice to view the current month's pendings by agent, but it would be more helpful to have the option to sort by closing date instead. This would eliminate the need to download as a PDF and convert it to an Excel file each time.
7
votes
Sydney Sipes
shared this idea
Please try customizing and removing all columns except for Transaction ID and Address to be able to sort simply by Closed Date and this will work as described! You can also add Associate Full Name as a column if you'd like to reach out to each individual agent about their upcoming closings.