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LeadHub & E&V Advance (New Advisor Platform)

LeadHub & E&V Advance (New Advisor Platform) KYC

Voters 16

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16

Permissions for assign & check clients from multiple shops

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 Ignasi Pasarius

One license can have multiple shops and work like one team. Will be awesome if TA from one shop could view all clients from all the other shops, check for duplicate and assign agents from any shop.

  • 14-06-2023 -
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Mert Koseoglu

kkkkl

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Maximilian Brenner

Thanks for your request!
We started the concept phase of this feature.

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Feature Request Admin

Status changed to: Confirmed