The "Close Date" in transactions needs to feed from the Estimated Closing Date in Opportunities
The agent is not able to change the "closing date" in opportunities once submitted. They can change the Estimated Closing Date. When we had WinMore we had to manually go in and change closing dates once they were updated - I was hoping the Command MC would alleviate that process but as it is it actually has made it a longer process. If the Close Date in Transactions would feed from the Estimated Closing Date in Opportunities it would make the Projected Closing report accurate without having to manually change it. Thanks
Stephanie Tatum
shared this idea
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Kimberly Herbert
commented
We also need this feature from a compliance review standpoint. We encourage agents to submit their Commission request within the first week. Closing dates change and Compliance needs to be notified when closing dates move up. Easiest way to do this would be for agents to update the Close Date within the Opportunity.