Ability to add Agent/Sales Representative to Organisations

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Emma Foley

• 26 February 2020 03:08

Ability to add Agent/Sales Representative to Organisations

It would be very helpful to be able to see who is the Agent/Sales Representative associated with Organisations

 

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• Official comment

  

  Kaycie Bradley

  • 26 February 2020 23:24
  • Edited

  Hi Emma,

  Thank you for your suggestion! 

  The Product Management Committee has sat down to consider this one this morning.
  However, as a team we feel that we need to better understand the specific use case for this feature. 

  Can you please provide more information on what the intended use is for this addition? 
  e.g. Commission reporting? 

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  Anne Carr

  • 26 February 2020 03:10

  Sounds like an excellent idea. Would be very helpfull to see this. 

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  Tracey Hajli

  • 26 February 2020 03:11

  Brilliant idea 

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  Christine Kumar

  • 26 February 2020 03:14
  • Edited

  This would be very useful, as I'm forever having to go into a student/employer's profile to find this out.

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  Susan Gant

  • 26 February 2020 03:13

  Very useful function.

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  Lisa Daly

  • 26 February 2020 03:15

  This would be very useful and a big time saver.

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  Sally Jaeger

  • 27 February 2020 03:00

  This is a very useful tool as being in a national sales role to be able to see who has been allocated to a client would solve a lot of problems going forward.  When will this be implemented as we need this now.

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  Emma Foley

  • 27 February 2020 07:11

  Hi Kaycie

  Thank you for your response

  The reason for this addition is to be able to view an Organisation with a sales rep/agent at a glance rather than clicking into each contact and checking the sales rep/agent or pulling a report.

  We deal with a lot of organisations and some have over 30 contacts in each with multiple Sales rep/Agents against them

  We are a national training provider and have office admin in all states who take calls from all different Organisation and it would be beneficial to be able to direct the message to the said Sale rep/agent by searching the organization than having to click on all contacts.

  Kind Regards

  Emma Foley

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  Suman Adhikari

  • 11 February 2021 23:26

  We also deal with big agents with multiple branches and multiple agents counsellors. this feature would definitely be very useful. 

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