Target Date for Associate SmartPlans: License Expiration Date
When associate smartplans are available it would be great to have one for license expiration reminders
10
votes
LABS Team
shared this idea
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Corey Lynn Morton
commented
Create a 36 touch that you can add all associates to and have it include date-bound tasks such as license renewal reminders, birthday call task populating on the MC team's task, auto KW-anniversary email.
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LABS Team
commented
It would be ideal to have a field for license expirations. This would allow market centers to create a Smartplan remind associates to start their Continuin Education requirements when they are 90 days out.