When you have an active Opportunity, there are several date fields that help everyone keep track of the timeline of the transaction. Filling out these date fields not helps as a reference, but these date fields drive Smart Due Dates for Opportunity Tasks and populates in the Transaction Summary Report.
The great thing is, you have the ability to edit these key dates on the go, using the Command App. That means you can add the dates without having to go to your desktop later.
To edit key dates for an Opportunity using the Command App:
1. Log in to the Command App with your KW login credentials.
|
If you are on a team and want to use the team side of the Command App, tap your Profile Picture, at the top left of the screen, then ensure your team is selected.
|
2. Once in the app, access Opportunities and find the Opportunity.
3. Once you find the Opportunity, tap the Ellipses icon, , at the top right of the Opportunity card, and tap Edit.
4. Click in to any of the date fields you want to set the date for, use the calendar widget to choose the date, then click OK.
5. Once you are ready, click Save, at the top right of the page.