Settings and activity
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284 votes
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Carolyn Czarnik
supported this idea
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192 votes
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Carolyn Czarnik
commented
We have several different agent splits so this is very necessary.
Carolyn Czarnik
supported this idea
·
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89 votes
Carolyn Czarnik
supported this idea
·
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Carolyn Czarnik
commented
Would like to give agents the option to search by the Tax ID/EIN number when entering outside referral info.
Agree, a successful individual agent who wants an admin should not have to be set up as a Team in order to do so.