Better Dashboard w/ Submission View

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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Upvoters
Status

🧐 In Review

Board

πŸ’‘ Feature Request

Date

6 months ago

Author

Grant Tinnerman

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