Show contract conditions in the new calendar
It would be great to be able to see any listing expiries, contract conditions, settlements etc. from within the calendar.
From an admin point of view, the contract conditions that show in the reps calendar, shouldn't be able to alter the legal tab which we don't give reps edit access too. So for instance, if the rep was able to mark a calendar condition as complete, this shouldn't actually mark the condition off the legal tab.
From a reps view, they would still want to be able to track what conditions they have done. So being able to mark them as complete (separate to the legal tab) would still be beneficial.
Added extra: To further improve transparency between reps and admin, when a rep marks their condition off, if that could be a zapier trigger (which could send admin an email) OR if it could show on the condition report for admin to see, then admin could follow up on any missing documents they might need that the rep hasn't provided.
Dylan
shared this idea
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Braden
commented
Yep great idea! Would stop a lot of double handling for reminders for agent follow up. All day event would be perfect
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Sandy
commented
Great idea - databases are here to make our lives easy and the advancement of CRMs with automation is a priority. The dates can be locked and they can show up as an all day event or an 8am event. Or maybe if there is a end time then 4 hours prior is a reminder. But I think it would be a good thing