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What would make BrokerEngine more useful to you?
3
Removal of Referrer when creating new lead/contact?
Improvement
Under Review
September 09, 2025
How come you took away the ability to list a referrer when creating a new lead or contact?
This needs to be manually reentered after the card is created and has broken workflows about advising the team who the referrer is. Creates double handling
Thank you for your feedback.