Thanks for adding Deals to the NEW site. I just upgraded to the new site, and I was hoping to have the following added:
Buyer, Seller, Renters, Owners (We call landlords Owners) in the drop-down. Or just the ability to edit this so people can put in what their business acts like, not hard coded.
I would like the agents to see their personal pipelines in real-time and YTD BUT as a broker/owner. I want a roll-up dashboard for all buyer/seller and renter/owner deals.
Also, as an owner, we don’t need the agents to see the broker’s commission. If you have any feedback on this, I’m happy to help via a phone call. Joe Grunnet
Thanks for the feedback Joe, I’ll add this to our list of improvements. With adding a renter/owner deal could you take me through the stages and fields you would need in our CRM to add them correctly?
I’ll make sure to get the team looking into a way for Brokers to hide commissions if they choose.
We have a new feature in our next release to introduce the ability to customize the cards in our deals and sources view. So that might be a good way to customize the dashboards to show the deals you want to see.
“Supress x cards” - interesting idea. (Admin feature only) totally something we can look into. (Will take a bit as we have a solid roadmap the next few months) but it’s a great idea.
On the owner / roll up - you can already do that. And we have some really awesome graphs coming as well (next 90 days kind of thing).
To do a roll up, just create a smart list that has all agents / all deals (or whatever subset you want) and then the cards and graphs will reflect the totals.
