1. View Financial Information for Comps
When viewing by Comp search type in GEOsearch, you can now view by financial information.
Select Comp as your Search Type.
Open the View picklist and select Transaction Details.
You can now generate a List to share the financial details of your Comps. Check the boxes of the Comps that you want to add to the List and click the plus icon.
Give your List a name.
Click the Lists icon in the bottom toolbar to bring up your recently created Lists.
Select your List. You can now click the Play button to quickly move from one Comp to the next. Opening the picklist under the Play button gives you several other options. You can archive the List. If you have checked any of the boxes next to the Comps in the List, you can add an Action Plan, a new task, or you can remove the selected Comp from the List.
2. Deal Stage is now a default filter
When searching by the Deal Search Type, you can now filter your results by Deal Stage.
3. Customize Deal Stage Color
You can now view deals at any stage and assign a color to a deal stage to better analyze data.
Go to Setup.
Search for Custom Metadata Types.
Click on Manage Records next to GEOsearch Marker Styling Metadata Types
Click the New button.
Let's say that you want to assign the color Green to the Closed deal stage.
Enter the information as follows:
Save and then verify your change in GEOsearch.
Contact Rethink Product Support at email@example.com if you have questions about GEOsearch, or would like to provide your product feedback.