Advertisement

KW Command: Opportunities Comments with Compliance

KW Command: Opportunities Comments with Compliance In this video Jay Cermak, Trainer Extraordinaire, shares a new features inside of Documents in an Opportunity! We now have the ability to chat with our MCA & Compliance when we submit our documents for compliance at the folder level!

You can add comments at the folder level and it gives each folder a new "comments" icon to indicate to the MCA & Compliance that there is a discussion!

If you enjoyed this video give it a Like, leave me a comment below and Follow me on KW Connect today!


Or Follow me on YouTube Today!

kw command,command,kwCommand,opportunities,chat,comments,compliance,

Post a Comment

0 Comments