Settings and activity

24 results found

1. Track Referrals in Opportunities

   131 votes

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   in the backlog  ·  20 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Tamar Bolles supported this idea  ·  Jul 19, 2024

2. Sort Transactions by Submitted Date and Closed Date

   52 votes

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   under review  ·  7 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Tamar Bolles supported this idea  ·  Jun 14, 2024

3. Automatically Upload DA to Opportunity's Closed Documents

   126 votes

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   under review  ·  7 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Tamar Bolles supported this idea  ·  Jun 14, 2024

4. Send Notification Button for Associates When Paid on a Transaction

   109 votes

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   under review  ·  10 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Tamar Bolles supported this idea  ·  May 14, 2024