Dashboard for deals should show progress bar for each client underneath the name of the client to show
100% DOCS, 100% FACT FIND, 100% Signatures/credit proposal.
This will make it easy for us to...
Why need to input the name and birthday? Most clients don't want to disclose for their children's privacy. Can we just put the age and number of dependants instead?
Hi team,
Reaching out to request that you bring back the old way of adding a new lead or contact to a Lead or Deals board to allow us to include the Lead Source and Referrer at the initial stage as...
BE chat Bubble has changed its UI from previous one and noted one major change that users can no longer paste a snippet/a screenshot directly into the chat but rather have to save the file and...
Add an optional daily email notification that alerts a user when any lead assigned to them or their team has a Finance Due Date within the next 7 business days and the finance status is not yet...
Please add the following items to the list of details that automatically push through to FLEX when updated in BE:
Lead Source/Source
Preferred Name
Linked Spouse
Currently, these details have to be...