Ability to preview the Sales Statement and add other email addresses (not just agency)
Ability to preview the Sales Statement without sending them to the Company Email. Currently, the only option is to send the Sales Statement to the Agent, which uses the Company Email. However, that causes an issue if the Salesperson doesn’t have access to the Company Email. If we can preview it before sending it, it allows us to double check the information.
7
votes
AdminAngela Sutton
(Admin, MRI Software)
shared this idea
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Jeanette Scala
commented
As the system will only allow one office email address, If I wish to email a Sales Statement showing all advertising incurred then I can only email it to the PM - who in turn has to send it back to me.
This is highly inconvenient - please rectify this.