Product Announcement: Allow agent/affiliate users the ability add notes in contact profile BKPD-I-595 - Allow agent/affiliate referrer to be able add notes and notify lead owner of updates
We are thrilled to announce that our platform now allows agents and affiliates to log notes in the contact profile timeline, similar to the admin/staff role. This feature will enable agents and affiliates to create notes that will be displayed for all users in the timeline like an admin/staff user. With this new feature, agents and affiliates can easily log notes about their interactions with a referral, such as the date and time of the interaction, the nature of the interaction, and any other relevant details. This will help agents and affiliates to provide more personalized and effective about their referrals.If you have any questions or feedback about this feature, please feel free to reach out to our support team. We are always here to help you!
02/01/2024 - 2.87.8
Product Announcement: Allow agent/affiliate users the ability add notes in contact profile
BKPD-I-595 - Allow agent/affiliate referrer to be able add notes and notify lead owner of updates
We are thrilled to announce that our platform now allows agents and affiliates to log notes in the contact profile timeline, similar to the admin/staff role. This feature will enable agents and affiliates to create notes that will be displayed for all users in the timeline like an admin/staff user. With this new feature, agents and affiliates can easily log notes about their interactions with a referral, such as the date and time of the interaction, the nature of the interaction, and any other relevant details. This will help agents and affiliates to provide more personalized and effective about their referrals.If you have any questions or feedback about this feature, please feel free to reach out to our support team. We are always here to help you!