Settings and activity
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3 votes
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Antwonette Mayberry
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10 votes
Antwonette Mayberry
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12 votes
Antwonette Mayberry
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49 votes
Antwonette Mayberry
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72 votes
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Antwonette Mayberry
commented
I realize the vendor needs to be linked to the opportunity, but sometimes title company changes or the agent or MC wants to make sure vendors are assigned and do not catch it at opportunity side - just saves backing out to opportunity and adding it.
Antwonette Mayberry
shared this idea
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Currently, the Royalty Cap progress bar that agents see is based on Royalty Paid by MC. It would make things a lot easier if their royalty cap status and transactions were based on royalty paid by associate, this way if we have royalty issues, the agent would only see their cap status reflected based on what they've actually paid in, and would make collecting the missing royalty on a previous transaction a lot easier.