In Compliance can we please get back the agent name
In an office with nearly 300 agents, it is hard to determine who the Opportunity belongs to since they removed the agent name in the line item view of Opportunities. It would save a lot of time if we don't heave to search for the agents name every time I need to process an Opportunity.
3
votes
Colleen Schmidt
shared this idea
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Colleen Schmidt
commented
In an office with nearly 300 agents, everything is sorted by agent name. The agent name is no longer part of the information showing on the lines for each Opportunity in Compliance. It would save a lot of time not have to search who the agent is for each Opportunity.