Add Lead Source to Client Section of PDFs
We recently noticed a new field to add "lead source" when entering info into risk advisor.
That's a nice option for us but also realized it doesn't go anywhere into the profiles that are generated.
So that when our VA or CSR get ls the profiles they dont. see it in order to enter that info into management system.
Can this be added to the profile that is sent?
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Comments1
Anonymous User
Aug 7, 2023
I agree, this needs to be shown so our CSR/VA/whomever does data entry, can add it so it can be tracked!