Selecting/tagging agents in Productivity Coaching
Currently there's no way (that I'm aware of) to tag agents that are in a PC program within a market center so that between when they enter an opportunity and when it's closed out, the PC program split isn't missed. We're having to keep the 'roster' on a google doc and as a result, transactions are missed and not paid to the PC program. Most of the time it is because the agents made an error because they're new, but this seems to be a pretty easy solution to have some tag in the system of Command (front end or back end) that allows some visual or system indicator so that a DA isn't done without someone clearly being able to see if the agent is or isn't in PC.
LABS Team
shared this idea
There are now Deductions available for Associates so that you can add Productivity Coaches and their fees to an Associate's record and have those automatically added to their Opportunities/Transactions!
