Settings and activity

2 results found

1. Track Referrals in Opportunities

   207 votes

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   in the backlog  ·  35 comments  ·  Command » Referrals  ·  Delete…  ·  Admin →
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   Joann Rasmussen commented  ·  May 21, 2024  ·  Edit…  ·  Delete…

   Referral checks are typically sent with little information other than client and or address. If we had an Opportunity with this information, we would save so much time in hunting down who the referral check is for.

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   Joann Rasmussen supported this idea  ·  May 21, 2024

2. Provide a "Reject" Option for Termination Requests

   188 votes

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   29 comments  ·  CommandMC » Transactions  ·  Delete…  ·  Admin →
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   tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded

   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?

   Joann Rasmussen supported this idea  ·  May 21, 2024