Allow teams to collaborate on opportunities | Voters | RealtyBackOffice Feature Requests Platform

Allow teams to collaborate on opportunities

complete

Hayley Miller

Sometimes teams work together on leads. Would be nice to be able to share the lead the same way we share the transaction by adding the co-agent. We dont want to make them an admin and distribute that way because we don't want them to get muddied with our office leads.

August 14, 2018

Javier Alvarez

marked this post as

complete

Javier Alvarez

marked this post as

in progress

We add the ability to add co-agent to Opportunities just like could currently do in Transactions.

Hayley Miller

In addition, Teammates can comment and leave notes to the other agent regarding the lead - This comment and note will be emailed to the other teammate.