Settings and activity
53 results found
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10 votes
Brianna Flynn
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13 votesBrianna Flynn
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26 votesBrianna Flynn
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20 votes
An error occurred while saving the comment Brianna Flynn
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4 votes
An error occurred while saving the comment Brianna Flynn
commented
I really need this to. This is a very commonly used feature in Follow-Up Boss and one of the primary objections I have from agents who want to move from FUB to Command. Also, when we are teaching to agents to follow up and call people in their watch, nurture or hot, you can just go down the line because the phone numbers are not in the opportunity details, which is also crazy.
Brianna Flynn
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26 votesBrianna Flynn
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An error occurred while saving the comment Brianna Flynn
commented
I am also asking for when you upload a CSV instead of failing d/t duplicate email or phone number, ask to merge the contacts and add notes or updates. I would also like to use this to mass update tags.
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120 votesBrianna Flynn
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33 votesBrianna Flynn
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32 votesBrianna Flynn
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70 votesBrianna Flynn
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125 votes
An error occurred while saving the comment Brianna Flynn
commented
want this so badly. It's so hard for agents to keep up to track with their referral pipeline when it is all mixed in with their normal business.
Brianna Flynn
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169 votesBrianna Flynn
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23 votes
An error occurred while saving the comment Brianna Flynn
commented
I think this is a great idea!
Brianna Flynn
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31 votesBrianna Flynn
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21 votesBrianna Flynn
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54 votesBrianna Flynn
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117 votesBrianna Flynn
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89 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Brianna Flynn
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185 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Brianna Flynn
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121 votesBrianna Flynn
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The interaction types under "Add Activity" on an agent's card for timeline are limited meeting, call and text. Much communication is done via email and having that interaction type would be incredibly helpful especially if it was done like how it is on the agent's side of Command for their contacts.