Ensure activity stays with the deal, regardless of buyer changes
gathering votes
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Joe Santo
Add functionality to keep all activity, notes, and staff assignments with the deal, regardless of buyer changes. If primary buyer changes to co-buyer or is removed, original activity for that deal should stay with the deal, not move with the buyer. This includes notes/activity and BDC assignment.
Scenario: Client1 calls in and is entered into CRM, appt set and shows. Client1 is not the purchaser and SP adds Client2 as CoBuyer, switches Client1 & Client2, and removes Client1 from the deal. All notes/activity and BDC assignment stay with Client1 who now has no deal associated.
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Caitlyn Wetherald
I think the activity for the deal should display on both profiles, regardless of which file you're looking at.
Michele McCoy
gathering votes
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Madison Callahan
I agree with this request! It's very confusing if the notes do not transfer from the original deal, and also NOT time efficient to have to switch back and forth from the old deal, or have to copy and paste them all into the new one.
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Melissa Prochnow
This would also be great if Client1 is still associated as co-buyer. Having the works notes and activity would be very helpful when referring back.