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  1. Assign SmartPlan Task Steps to Specific Team Member

    16 votes

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    under review  ·  10 comments  ·  Command » SmartPlans  ·  Admin →
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    Marco Vasile supported this idea  · 
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    Marco Vasile commented  · 

    This would be LIFE CHANGING!

  2. Add Stage and Checklist Templates Library for Opportunities

    25 votes

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    under review  ·  4 comments  ·  Command » Tasks  ·  Admin →
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    Marco Vasile supported this idea  · 
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    Marco Vasile commented  · 

    I think it would be a really great feature if we can download / upload checklist templates into Opportunity stages. It would give offices the ability to create a template based on how business is done in that area, and would give a nice guideline for agents to follow. For example, follow these 15 steps when you get a new listing signed, follow these 10 when you go into contract, etc.