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  1. 15 votes

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    Jodi Cantrell supported this idea  · 
    Jodi Cantrell shared this idea  · 
  2. 1 vote

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    Jodi Cantrell shared this idea  · 
  3. 15 votes

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    Jodi Cantrell supported this idea  · 
  4. 102 votes

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    under review  ·  38 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Cantrell supported this idea  · 
  5. 284 votes

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    Jodi Cantrell supported this idea  · 
  6. 38 votes

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    under review  ·  9 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Cantrell supported this idea  · 
  7. 9 votes

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    Jodi Cantrell shared this idea  · 
  8. 12 votes

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    Jodi Cantrell supported this idea  · 
  9. 27 votes

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    under review  ·  4 comments  ·  Command  ·  Admin →
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    Jodi Cantrell supported this idea  · 
  10. 18 votes

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    under review  ·  4 comments  ·  Command » Contacts  ·  Admin →
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    Jodi Cantrell commented  · 

    When an agent leaves a team, contacts assigned to that team member need to be reassigned to the rainmaker automatically.
    Often times a team forgets or doesn't know this needs to happen, then emails may go out from Smartplans that look like they come from that agent even though they are not on the team anymore.

  11. 17 votes

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    Jodi Cantrell supported this idea  ·