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  1. Assign SmartPlan Task Steps to Specific Team Member

    15 votes

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    under review  ·  9 comments  ·  Command » SmartPlans  ·  Admin →
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    Caryn Henriksen commented  · 

    This is a VERY important issue. As an admin, I need to have these tasks come to me so I can complete them. The agent is prospecting and hired me to do these tasks. Please consider having an option of assigning a task to a specific person (admin) AND being able to print/export a list of the tasks. Thank you for your consideration

    Caryn Henriksen supported this idea  · 

  2. Transactions coordinator role to have access to solo agent account transactions

    81 votes

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    under review  ·  13 comments  ·  Command » Opportunities  ·  Admin →
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    Caryn Henriksen supported this idea  ·