Settings and activity
34 results found
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20 votes
Joel Westlund
supported this idea
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106 votes
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Joel Westlund
supported this idea
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76 votes
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Joel Westlund
commented
New TRANSACTIONS Dashboard should include a "Submitted" button along with the others for quick reference of status.
Ex: Submitted, Approved, Closed, Terminated
Joel Westlund
supported this idea
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92 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
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Joel Westlund
commented
Or add Toggels to who can/cannot have access. Broker/Comlpiance should have access as well.
Joel Westlund
supported this idea
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147 votes
Joel Westlund
supported this idea
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An error occurred while saving the comment
Joel Westlund
commented
Would be great to be able to send email/text FROM Command MC to all/any associates. Just like personal Command... yet this is not able to from Command MC level.
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Joel Westlund
commented
COMMAND MC = EMAIL + TEXTING ASSOCIATES Functions
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101 votes
Joel Westlund
supported this idea
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188 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?
Joel Westlund
supported this idea
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192 votes
Joel Westlund
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207 votes
Joel Westlund
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109 votes
Joel Westlund
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89 votes
Joel Westlund
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121 votes
Joel Westlund
supported this idea
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19 votes
An error occurred while saving the comment
Joel Westlund
commented
There's option for many other vendors - PLEASE ADD TRANSACTION COORDINATOR! We're talking about a common service that everyone uses.
Joel Westlund
supported this idea
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15 votes
Please tell us more about your process for these transactions - is the agent leaving the Opportunity open until all the payments are made? You can also manually create a Lease Transaction with 0 units in order to take care of these now!
Joel Westlund
supported this idea
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Agree. MCA/AMCA can edit, Leadership roles: read only.