Settings and activity
3 results found
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275 votes
An error occurred while saving the comment Carolyn Czarnik supported this idea ·
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189 votes
An error occurred while saving the comment Carolyn Czarnik commented
We have several different agent splits so this is very necessary.
Carolyn Czarnik supported this idea ·
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88 votes
Carolyn Czarnik supported this idea ·
An error occurred while saving the comment 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.