Hayley

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  1. 33 votes
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  2. 16 votes
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    5 comments  ·  Feature Requests » Appraisals / OABs  ·  Flag idea as inappropriate…  ·  Admin →
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    Hayley commented  · 

    Is it possible to have a custom option where an appraisal is conducted for the purpose of a court order? Perhaps something like a "Financial Position Update" would be suffice? Or even "Other" and then a section to write further details

    It's not really a lost listing or any of the other options in the list, and this will be a more accurate reflection of the work an agent has done when they look at their KPIs.

  3. 29 votes
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    1 comment  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. 15 votes
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    1 comment  ·  Feature Requests » Reminders  ·  Flag idea as inappropriate…  ·  Admin →
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    Hayley commented  · 

    This would be a fantastic feature. As an agent grows, so does their team. So for example, some prospecting tracks can be re-assigned to a PA, VA or something similar. Manually having to do this is a painful task, especially if the agent is established and the volume of work is high.
    In other software you can re-assign by specific task, not just the two trail.
    - living in hope -

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