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Business Relationships on Contact Screen

It would be helpful if the contact screen provided a history of all the business partners and clients involved in the transaction. 

For example

The contact screen for a client will show, the transaction that we closed with details such as the address and close date, it'll show the listing & seller agent involved, the HOI company, the lender, the title company. 

The contact screen for a business partner would show, all the leads they sent, transactions that we completed together. 




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  • Nov 12 2019
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