Notes for July 29, 2022
- Have you ever been working with an Agency and they told you that a client will be leaving them in the near future and you wished to reflect that change in Monarch with the new agency before they start spending? Now you can with the new Relationships functionality for Agencies and Accounts. Head over to an Agency Profile to begin creating new Prospecting Relationships on the Summary tab or just review your existing relationships with billing and non billing accounts to make sure you've got future plans and deals in place to retain their business! Additionally, a read only view of relationships will be visible on the Agency Relationships tab of the Account Profile.