Add a place to upload agent files (their ica, bank documents, other onboarding docs)
22
votes
Melissa Daniels
shared this idea
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Erica Eldridge
commented
There should be a place to upload notes taken if a Team Leader has a meeting with a non-licensed individual (doesn't count as an appointment) as well as onboarding docs to recruit card.
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Christopher Basile
commented
Without having to create an appointment when uploading the docs.