Is this for Virtual Assistants or when assigning it to a producer or team member?
Anonymous User
•
Mar 21, 2024
Ability to send the risk profile to one team member when there is more than one person listed. Currently we have to send it to both team members listed and then we run the risk of both of them spending their time quoting the same client.
David Watson
Team•
Mar 22, 2024
Could you provide a little more feedback on this? Are you saying when the Quote Request email is sent to both of them?
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Comments5
Anonymous User
Mar 21, 2024
Ability to round robin the lead requests.
David Watson
Mar 22, 2024
Is this for Virtual Assistants or when assigning it to a producer or team member?
Anonymous User
Mar 21, 2024
Ability to send the risk profile to one team member when there is more than one person listed. Currently we have to send it to both team members listed and then we run the risk of both of them spending their time quoting the same client.
David Watson
Mar 22, 2024
Could you provide a little more feedback on this? Are you saying when the Quote Request email is sent to both of them?
[Deleted User]
Nov 1, 2023
round robin assignment group in AZ