Settings and activity
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210 votes
Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.
Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.
Julie Kirking supported this idea ·
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103 votes
An error occurred while saving the comment Julie Kirking commented
To let it be linked to the referral portal, right know there is not a tanigable way for the agent to communicate with the MC about a referral incoming without a separate system created by the MC.
Julie Kirking supported this idea ·
We upload the docs to a section in the opportunity and this would help if possible.