Allow CC Section for SmartPlan Emails
For some operations within our Market Center, an email being sent to a new agent and copying other leadership members is the notice to begin getting in connection with that new agent. For example, our DAS will send an initial email inviting them to Orientation and will copy our Productivity Coach to give them the heads-up on reaching out and getting connected for new agent training.
It would be great to have the option to copy other emails or leadership associates to an email within a SmartPlan for them to be in the loop or receive any email replies.
2
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Madison Parker
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