Permanent placement of Compliance Worker's Handle on Opportunities
Compliance workers will leave a note next to a document and reject the document. Agents can't respond because they don't know the worker's handle. They have to @their MCA to get a response. I used to be the Compliance Manager for my office and recently had to wait until transmital was over to get a contract approved. The compliance worker wanted me to choose one of the boxes in Section 31 of our contract. The trouble was that section did not apply to this house. Had I known the compliance person's handle, I could have had it resolved with a quick explanation and the compliance worker would have approved it.
Of course, it would be important that the MCA/Compliance Company be able to change the handle of the current compliance worker as needed.
Notes on the folder are so much easier to respond to because the @handle is already readily visible.
Sincerely,
Mary Jackson KW145
LABS Team
shared this idea
In the Opportunities Timeline, you can now see who viewed and approved/rejected any documents! This will make it easier to @ mention anyone for additional information.