6 votes

CRMii

I’d like to track progress of a file from meeting to settlement, especially in between when I assign the file to my assistant or loan processor, I’d like to see where it has progressed to and the respective due dates.

I see there is pipeline but it does not allow me to assign past “Contacted “. How can I get around this?

Also, I have been looking to other CRM such as Trello and Broker Engine where a task can be shared/assigned with team members, is there something similar on FLEX?

Category: Broker Portal Nuong Nguyen shared this idea

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