Rearrange the Check-in and Add as Purchaser Button in Buyer Leads
Can we please move the additional options on the buyer check-in screen down to the bottom (less priority).
Our agents are constantly complaining about accidently hitting these buttons at busy open homes and they either mark the client as a purchaser (allowing no more check-ins and can't revert) or they open a different screen entirely which just creates panic and stress. Sometimes they have had to revert to their notes as an alternative and then checking clients in after the inspection which is not ideal.
Stephanie Mackay
shared this idea
Hi Stephanie
Thank you for your Suggestion!
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Rhys Holland
commented
I would like to see an undo action button next to this so if it is clicked accidentally this action can be undone and the category can be removed from that contact
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Tracy Fitzclarence
commented
Can the investor lead button please be moved away from the Check in button.
Agents are hitting this by mistake when checking in buyers - we have set up the auto alert but because of the proximity, hundreds of emails are being generated
Thank you