Settings and activity
41 results found
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53 votes
Liz Lessman supported this idea ·
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17 votes
Liz Lessman supported this idea ·
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124 votes
Liz Lessman supported this idea ·
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80 votes
Liz Lessman supported this idea ·
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103 votes
Liz Lessman supported this idea ·
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269 votes
Liz Lessman supported this idea ·
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18 votes
Liz Lessman supported this idea ·
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47 votes
Liz Lessman supported this idea ·
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63 votes
Liz Lessman supported this idea ·
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21 votes
An error occurred while saving the comment Liz Lessman supported this idea ·
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16 votes
Liz Lessman supported this idea ·
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13 votes
Liz Lessman supported this idea ·
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9 votes
Liz Lessman supported this idea ·
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Show Outside Referral Details on Agent Commission Details Page (Referring Agent, Brokerage, Address)
53 votesLiz Lessman supported this idea ·
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47 votes
Liz Lessman supported this idea ·
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209 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.
An error occurred while saving the comment Liz Lessman commented
can we have the option to print just the disbursement (labeled as you have it now) or the disbursement with all associate details combined (labeled as you have it now just adding the word detailed... similar to winmore. This is crucial for teams and rainmakers to account for commission allocations.
Liz Lessman supported this idea ·
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19 votes
Could you tell us more about your workflow surrounding this information? What are you looking to accomplish by seeing this information? It is also available in the Financials tab with listed deductions.
Liz Lessman supported this idea ·
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9 votes
Liz Lessman supported this idea ·
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23 votes
Liz Lessman supported 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!
Liz Lessman supported this idea ·
The most efficient way to move through the disbursement process.