If im looking at the client dashboard, ideally I would have a drop down that allows me to delete client, export client, and view client in AgencyZoom. Date the client was added and if there is an agent or CSR assigned, who is that. Helps keep track of new clients that get added if they dont already populate over to agencyzoom
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π§ In Review
π‘ Feature Request
6 months ago
Grant Tinnerman
Get notified by email when there are changes.
π§ In Review
π‘ Feature Request
6 months ago
Grant Tinnerman
Get notified by email when there are changes.