Settings and activity
48 results found
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111 votes
Mike Lennartson supported this idea ·
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165 votes
Mike Lennartson supported this idea ·
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3 votes
Mike Lennartson supported this idea ·
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17 votes
Mike Lennartson supported this idea ·
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6 votes
Mike Lennartson supported this idea ·
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9 votes
An error occurred while saving the comment Mike Lennartson supported this idea ·
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7 votes
Mike Lennartson supported this idea ·
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11 votes
Mike Lennartson supported this idea ·
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25 votes
Mike Lennartson supported this idea ·
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22 votes
An error occurred while saving the comment Mike Lennartson commented
In the Associates Applet under timeline on the associate it would be great if it indicated which one of the leadership had the interaction with the Agent. Right now we indicate that with Initials at the end of the details, but not everyone remembers to do that. If there are questions or followup needed I think it would be a good idea to know who had the meeting or call.
Mike Lennartson supported this idea ·
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17 votes
Mike Lennartson supported this idea ·
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15 votes
Mike Lennartson supported this idea ·
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68 votes
Mike Lennartson supported this idea ·
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166 votes
Mike Lennartson supported this idea ·
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31 votes
Mike Lennartson supported this idea ·
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124 votes
Mike Lennartson supported this idea ·
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23 votes
Mike Lennartson supported this idea ·
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34 votes
Mike Lennartson supported this idea ·
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18 votes
Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?
Please let us know so that we can work on ideating this for you!
An error occurred while saving the comment Mike Lennartson commented
I can absolutely see value in this. Often, this information is kept in a separate spread sheet and consolidation of the info would be valuable to a Market Center and make it much easier to onboard and offboard agents.
Mike Lennartson supported this idea ·
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22 votes
Mike Lennartson supported this idea ·
Also, the location of the Marketing Profile is confusing to agents. If it can't be combined it should be moved to the dropdown when you click on your profile picture.