Notes for May 4, 2022
- Reassigning Accounts on the Account List will now function more like reassignments on the Agency List. You will no longer need to wait for the reassignment to finish before moving onto the next reassignment, another page, or even logging out. The request will queue up in the background and you will notice a new icon on screen indicating the row is waiting to be reassigned. The Account List will also automatically update to the new owner once the reassignment completes, though if you are on the same page it will place this at the bottom until you manually refresh the Account List. Addresses, Activities, Contacts, and Deals will also be visible or split between sellers for partial reassignments so that salespeople have access to the most relevant information!