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Agency List

As a manager I would like to pull an agency list for one or multiple AE's. When you select agencies can you put a filter so we can sort by AE?

1 vote

Anonymous shared this idea · May 6, 2013 · Report… · Admin →

completed ·

AdminRyan Moore (Product Owner, Matrix) responded · May 3, 2019

This has been completed. You can now filter down to a specific salesperson and view their agencies.

Thanks for the feedback!

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