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38 results found
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127 votes
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Megan Buyer
commented
This would help streamline our processes and cut out unnecessary time!
Megan Buyer
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17 votes
Megan Buyer
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11 votes
Megan Buyer
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7 votes
Megan Buyer
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16 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!
Megan Buyer
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127 votes
Megan Buyer
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10 votes
Megan Buyer
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20 votes
Megan Buyer
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56 votes
Megan Buyer
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20 votes
Megan Buyer
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90 votes
Megan Buyer
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17 votes
Megan Buyer
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9 votes
Megan Buyer
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286 votes
Megan Buyer
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13 votes
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Megan Buyer
commented
We have to reconcile our agent roster for our Region monthly, and not being able to pull an associate roster by status is VERY tedious. Not to mention we can't figure out how the Total Count PDF is even sorted to begin comparing. Being able to export to Excel/CSV would be SO HELPFUL!
Megan Buyer
supported this idea
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10 votes
An error occurred while saving the comment
Megan Buyer
commented
We have to reconcile our agent roster for our Region monthly, and not being able to pull an associate roster by status is VERY tedious. Not to mention we can't figure out how the Total Count PDF is even sorted to begin comparing. Being able to export to Excel/CSV would be SO HELPFUL!
Megan Buyer
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9 votes
Megan Buyer
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13 votes
Megan Buyer
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20 votes
Megan Buyer
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4 votes
Megan Buyer
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I also would love for Agent's Transactions screens to have the option to download either the Detailed or Standard DA. Just the download button so they could find it themselves would be so helpful.