Referral to closed business

Mr. Michael Blanding

May 23, 2017 19:04

Be able to pull up your received referrals and input an automatic TYFCB. I could keep track of and input my tyfcb by looking up referrals I have received.

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• Official comment

  

  Jeremy Walsh

  May 26, 2017 13:48

  @michael - great suggestion - we are definitely looking at ways to enhance the referral tracking experience and make it more intuitive to track the TYFCB as part of the process.  

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