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  1. Update Contact's Information after Opportunity is Closed (Home Anniversary, Address)

    23 votes

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    under review  ·  7 comments  ·  Command » Opportunities  ·  Admin →
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    Kelley Byrnes-Benkart commented  · 

    Opportunities once they close should move to contacts with their new address, anniversary date, etc. At minimum you should be able to choose that option instead of having to update it all after closing.

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    Kelley Byrnes-Benkart commented  · 

    Once an opportunity is closed. The opportunity should move to contacts with the new address. At minimum there should be a button that we can press to have it done instead of inputting information that's already there- address, home anniversary, etc.

    Kelley Byrnes-Benkart supported this idea  · 

  2. Allow a total mailing label export for a filter.

    57 votes

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    under review  ·  11 comments  ·  Command » Contacts  ·  Admin →
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    Kelley Byrnes-Benkart supported this idea  · 

  3. Transactions coordinator role to have access to solo agent account transactions

    81 votes

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    under review  ·  13 comments  ·  Command » Opportunities  ·  Admin →
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    Kelley Byrnes-Benkart supported this idea  ·