Adding a co-buyer: add the option to "Choose from current Connections"
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Jason Murley
Adding a co-buyer: add the option to "Choose from current Connections"
There needs to be a way to add the co-buyer to a deal from the existing family members (Connections) in the Customer Contact Card.
I have spouses connected in their profiles and they are on previous deals together.
But, when I go to add the co-buyer to the new deal, I have to search the entire database. Can we please get an option added to "choose from current Connections"?
Michele McCoy
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gathering votes
Jason Murley, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Jason Murley, thanks for this post! I have a few more questions for you:
- How often do you need to add a co-buyer from existing connections in a guest's profile?
- Are there any specific scenarios where adding a co-buyer from current connections is particularly important?
- Would you like the option to add multiple co-buyers from existing connections, or is a single co-buyer sufficient?
J
Jason Murley
Shelby Parker
Oohhhhhh, you're not getting me again, genius! I, like AI, am also learning. Hahaha
I'll stick to Benjamin, thank you.