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Match Profiles - Ability to select to come from different agents (not only contact owner)

We suggest to be able to create match profiles allocated for each agent/ different agents, so that when “Agent A” creates a match profile for that contact an email will come from “Agent A” rather than the “Agent B” who is the “owner” of that contact as buyers come through and speak to many agents and not only the one person.

We want to avoid having once person set up in REX with 4 different agents. but our agents able to create a match profile for that person (even if they don't "own" that contact/person.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    Hi,

    We are moving to an open database system in our office. The main problem we are finding is if 1 or more agents share the contact the automatic buyer match notification only comes from the record owner.

    Can you please make it so we can assign an agent to an automatic buyer match notification on a contact.

    Thanks

Feature Requests: Match Profiles / Auto Updates

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