Settings and activity
43 results found
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6 votes
Megan Buyer shared 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!
Megan Buyer supported this idea ·
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110 votes
Megan Buyer supported this idea ·
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6 votes
Megan Buyer supported this idea ·
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14 votes
Megan Buyer shared this idea ·
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54 votes
Megan Buyer supported this idea ·
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18 votes
Megan Buyer supported this idea ·
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85 votes
Megan Buyer supported this idea ·
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12 votes
Megan Buyer shared this idea ·
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9 votes
Megan Buyer supported this idea ·
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272 votes
Megan Buyer supported this idea ·
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10 votes
An error occurred while saving the comment Megan Buyer supported this idea ·
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9 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 supported this idea ·
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9 votes
Megan Buyer supported this idea ·
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11 votes
Megan Buyer supported this idea ·
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38 votes
Megan Buyer supported this idea ·
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18 votes
Megan Buyer supported this idea ·
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2 votes
Megan Buyer shared this idea ·
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24 votes
An error occurred while saving the comment Megan Buyer commented
This would be SO HELPFUL for day-to-day troubleshooting and year-end requests.
Megan Buyer supported this idea ·
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60 votes
An error occurred while saving the comment Megan Buyer commented
Even better if we could have a quick link for this! Maybe linked to an Associate's card or Transaction?
Megan Buyer supported this idea ·
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!