Skip to content
← Welcome to the Keller Cloud ideas portal

Settings and activity

1 result found

  1. Button to Replicate Dual Opportunity

    17 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    under review  ·  6 comments  ·  Command » Opportunities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Heather Franciskovich commented  · 

    What would be ideal is if we could add the documents into the listing opportunity, create the buyer side opportunity, and THEN be able to somehow pull the sale documents from the listing opportunity (rather than re-split/upload, etc.), and it would be additionally *magical* if Command had a "clone" button or something like that and automatically pulled the documents needed from the listing opportunity into the buyer opportunity. (Seems like it would also save time/redundancy auditing!)

    Heather Franciskovich supported this idea  ·