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  1. 33 votes

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    Brianna Flynn supported this idea  · 
  2. 31 votes

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    Brianna Flynn supported this idea  · 
  3. 69 votes

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    under review  ·  12 comments  ·  Command » Contacts  ·  Admin →
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    Brianna Flynn supported this idea  · 
  4. 124 votes

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    Brianna Flynn commented  · 

    want this so badly. It's so hard for agents to keep up to track with their referral pipeline when it is all mixed in with their normal business.

    Brianna Flynn supported this idea  · 
  5. 165 votes

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    Brianna Flynn supported this idea  · 
  6. 22 votes

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    under review  ·  1 comment  ·  CommandMC » MC Sites  ·  Admin →
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    Brianna Flynn commented  · 

    I think this is a great idea!

    Brianna Flynn supported this idea  · 
  7. 31 votes

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    Brianna Flynn supported this idea  · 
  8. 21 votes

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    Brianna Flynn supported this idea  · 
  9. 53 votes

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    Brianna Flynn supported this idea  · 
  10. 113 votes

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  11. 90 votes

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  12. 183 votes

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  13. 119 votes

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  14. 187 votes

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    Brianna Flynn supported this idea  · 
  15. 50 votes

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    Brianna Flynn supported this idea  · 
  16. 17 votes

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    Brianna Flynn commented  · 

    Please add this. We have literally like 20 TCs used by our agents and tracking them to what file is nearly impossible without it.

    Brianna Flynn supported this idea  · 
  17. 33 votes

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    under review  ·  3 comments  ·  CommandMC » Recruits  ·  Admin →
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    Brianna Flynn commented  · 

    DocuSign already has in its features a feature called WebForms. This means that an onboarding agent can fill out one form with their address, email, etc and it will populate to all the correct areas in that packet taking out a lot of work for the onboarding agents. In California, our onboarding packets are about 60 pages long comprised of about 8-10 documents so they have to write their address over and over again, this would really increase agent experience.

    Brianna Flynn supported this idea  · 
  18. 24 votes

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    in the backlog  ·  7 comments  ·  Command » Contacts  ·  Admin →
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    Brianna Flynn supported this idea  · 
  19. 13 votes

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    under review  ·  3 comments  ·  Command » Contacts  ·  Admin →
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  20. 6 votes

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    under review  ·  2 comments  ·  Command » Settings  ·  Admin →
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    Brianna Flynn commented  · 

    If you reach out to your RTT, I think you should be able to correct this by reimporting the file with the correct tags.