Compliance Broker Allowed to Edit Opportunity Details or Re-Assign an Opportunity
Compliance Brokers should be able to edit an agent's Opportunity Details and/or be able to re-assign an Opportunity to another agent. We have a situation where an agent left our firm so the Compliance Broker is taking over the agent's file. There are details that need to be updated, but we're unable to. The agent's account has been shut off so we can't even access the Opportunity through the agent's side.
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LABS Team
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