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Columns for Transaction Management

under a different platform I was using a transaction management that provided several columns. For Example in Column #1 was the Lead, #2 Customer, #3 active client, #4 under contract #5 closing etc. You could drag and drop the "lead" to the next column as the transaction evolved all the way to settlement where it calculated your commission and added it to your overall transaction performance and goals.

Also a section to have anniversaries, bdays and home buying anniversaries ready to alert us and send out an email/ecard.

  • Guest
  • Jun 22 2022
  • Already exists
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