Download Associate Roster with Emails, Phone Numbers, and Addresses
Make it easier to send out stuff to agents
LABS Team
shared this idea
The OP can export Recruits under the Joined Phase/Stage so that you can grab that information!
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LABS Team
commented
It would be terrific if Command MC's Associates applet could be the SOURCE for our lists for the market center. If we could export a csv file with fields approved by our MCA, that would cut back dual entry of agents' contact details.
Examples of fields that would be useful for export to share with agents:
Full Name
Primary Phone (cell)
Primary Email
Business Center Location
State(s) Licensed
License Board(s)
If on a Team, Name of Team
Associate or Team Role
Examples of fields that would be useful for export to share within Market Center Leadership:
Full Name
Primary Phone (cell)
Primary Email
Mailing Address
Business Center Location
State(s) Licensed
License(s) Number
License(s) Expiration
License Board(s)
If on a Team, Name of Team
Associate or Team Role
KW Anniversary Date