Settings and activity
5 results found
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29 votes
Corey Lynn Morton
supported this idea
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12 votes
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Corey Lynn Morton
supported this idea
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74 votes
Corey Lynn Morton
supported this idea
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94 votes
We are working on a permissions-based enhancement to Transactions; however, these permissions will likely be a little higher-level than editing transactions!
Corey Lynn Morton
supported this idea
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188 votes
Would it be helpful to have a warning message when agents request a termination to let them know that this is only used when the contract falls apart, and that this is not meant for editing Commission Requests?
Corey Lynn Morton
supported this idea
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Create a 36 touch that you can add all associates to and have it include date-bound tasks such as license renewal reminders, birthday call task populating on the MC team's task, auto KW-anniversary email.