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CommandMC

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CommandMC

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How can we improve CommandMC?

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22 results found

  1. 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

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    under review  ·  0 comments  ·  MC Opportunities  ·  Admin →
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  2. Add Multiple Versions Icon beside documents inside Compliance Review

    On the CommandMC Opportunity dashboard, compliance events that have more than one version have a small icon of a clock. It would be so helpful to those doing compliance review if that icon also appeared when reviewing the opportunity next to the name of each compliance event. We use "add version" for back-up offers and rejected offers frequently and need a reminder within the opportunity to check the other versions when multiple exist.

    22 votes

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    under review  ·  3 comments  ·  MC Opportunities  ·  Admin →
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