Create "Sticky" Documents for Buyer Opportunities Consultation Tab
I'd like to have the ability to create Document Tasks in the Buyer Opportunity Consultation Tab. I want to move all documents that need completed at the beginning and that could be used for same buyer with multiple task lists, example being first sale failed and you pulled in a new task list. I want to add the Buyer Representation Agreement and Agency Disclosures to Consultation so they don't have to reload every time they start a new task list.
4
votes
Kelly Gebler
shared this idea