Regional Associate Roster
at the Regional level we only see those who are investors or Leadership in the Region. We should be able to see ALL agents and leadership within the region so we can also add notes. It should also allow us to work with the MC and add notes with them. That way we can log a care call or get their correct contact info and run smart plans for our top 20%. We should be able to filter and create smart views on this roster like Top 20%, ALC, Leadership, TL, MCTT, MCA, etc...
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Ryan Yarbrough
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