Upload documents would be helpful, like CMAs that were done, instead of creating an opportunity, knowing that it will not be turning into an opportunity right away, but possibly for the future. This way, the agents have quick access to see. I agree that buy agreements are not always associated with an opportunity and that some opportunities are lost but the documents are still relevant to the client.
Brigitte Muir
supported this idea
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Upload documents would be helpful, like CMAs that were done, instead of creating an opportunity, knowing that it will not be turning into an opportunity right away, but possibly for the future. This way, the agents have quick access to see. I agree that buy agreements are not always associated with an opportunity and that some opportunities are lost but the documents are still relevant to the client.