Add field for Consultant Type

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Kim Scott

• January 06, 2017 04:25

Please add a mechanism to indicate if a Consultant is actively selling. (Either Active Y/N, CRP/Pulse on Y/N, Facewasher Y/N). Allow filtering by this result.

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  Kara Merrill

  • January 09, 2017 19:27

  Agreed - this would be helpful!

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  Kathleen Gutierrez

  • January 23, 2017 16:44

  Yes!

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  Ashley Reynoso

  • January 25, 2017 19:08

  Yes!

   

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  Meladie Cartwright

  • January 29, 2017 06:57

  I have been creating a tag based on various different categories. And so you could "tag" any consultant you have with whatever you wanted. So create a tag for "pulse subscribers" "CRP on" "inactive" etc and then you have the ability to search based on the tag you created. I'm doing this for prospects as well, based on their location. So when an event comes up in a certain state, I can search by state and all my prospects there will come up:)

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