LInk an existing agency to a Prospect
I would like to be able to link an agency to a Prospect so that I can see the prospect accounts on the agency and master agency lists
12
votes
Lisa
shared this idea
This is done for internal testing and is part of a MUCH larger outcome. It will not be available for release for some time, but we are committed to enhancing the Agency and Account experience including their relationships with each other.
We will probably reach out to some of you as we get closer to being able to show the work off for feedback.
Thanks for the input!