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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🔥 Released
💡 Feature Request
Over 2 years ago

David Watson
Get notified by email when there are changes.
🔥 Released
💡 Feature Request
Over 2 years ago

David Watson
Get notified by email when there are changes.