Can we please add an Opportunity Option for an Incoming Referral (Listings, Buyers, Leases, REFERRALS... We require documentation from our agents and they currently have no where to put it because they cannot create a Referral Opportunity - and it can't be reviewed by compliance within Command.
Can we please add an Opportunity Option for an Incoming Referral (Listings, Buyers, Leases, REFERRALS... We require documentation from our agents and they currently have no where to put it because they cannot create a Referral Opportunity - and it can't be reviewed by compliance within Command.