Allowing for main buyer and co buyer to be on the same entity
under review
C
Clay Shinkle
It would be nice to have both applicants on the same file. That way you don't have to change any entity information to merge leads properly.
Drew Adler
Merged in a post:
CO-BUYER IN NAME TITLE
T
Toni Voorhees
I wish we had a way to show Buyer and right below the Co-buyer- especially with different names
T
Toni Voorhees
Shelby Parker IN THE PHOTO I MARKED IT BLUE WHERE I WOULD WANT THE COBUYER(S), I WOULD LIKE IT TO BE CLICKABLE SO WE CAN CONFIRM INFORMATION EASILY, THIS WOULD BENEFIT THE STORES BECAUSE THEN WE WOULD EASILY KNOW THERES A COBUYER AND OUR SALES TEAM WOULD BE MORE INCLINED TO FILL OUT THE DETAILS IF WE CAN ALL SEE IT IN ONE SCREEN AND NOT TOGGLING BETWEEN MULTIPLE TABS OPEN
Shelby Parker
Hey Toni, thanks for your feedback! I have a few more questions for you:
- Can you please clarify where exactly you would like the Co-buyer's name to be displayed?
- Is there any specific information about the Co-buyer that you would like to be displayed along with the name?
- How would you like the system to handle cases where there are multiple Co-buyers?
P
Paul Alvarado
Shelby Parkeri would say just name and last name. Make it clickable. Once we click on it at least see address, phone number and birthday, maybe also relationship with buyer.
J
Jacob Coleman
under review
J
Jacob Coleman
Hi Clay, thanks for the feature request! While two applicants CAN be buyer and cobuyer on a deal, there is not a way for two applicants to share the same customer profile. Can you provide a little more detail about the merge issue you're referring to?