Agents would like to ensure that all of their contacts/leads are on an active SmartPlan. Current functionality only allows agents to check individual contact records to see if any active SmartPlans exist. By creating a column and filter in Contacts for this, agents would have the ability to efficiently identify any contacts that are not currently on an active SmartPlan and add them to one.
William Rosene
supported this idea
·
Agents would like to ensure that all of their contacts/leads are on an active SmartPlan. Current functionality only allows agents to check individual contact records to see if any active SmartPlans exist. By creating a column and filter in Contacts for this, agents would have the ability to efficiently identify any contacts that are not currently on an active SmartPlan and add them to one.