Source tracking for deals | Voters | RealtyBackOffice Feature Requests Platform

Source tracking for deals

complete

ericaramus

I track every closing and my office will not be using the opportunity section of the website. Please add a SOURCE field or tag to the transaction area. Right now I am fudging it using the MLS area and this is not ideal. This has been requested before by others this year please note.

August 9, 2019

Javier Alvarez

marked this post as

complete

Source has been added to contacts since at the end of he day the contact is the lead and not the opportunity

Javier Alvarez

Hi Erica, In the future we are planning on adding sources in Transactions. We anticipate to have this feature in RBO with in the next two months. Thank you.

ericaramus

Javier Alvarez: Thank you so much! We need this.

Javier Alvarez

marked this post as

in progress

Sean Reynolds

Also not using the Opportunities section. The CRM in RBO is not strong enough. Consider moving to realistiq iq office, which has seamless back office/financials/and CRM.

ericaramus

Sean Reynolds: I am really happy with the way our office runs and our current CRM. I don't need them linked.