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1. Track Commissions

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   8 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Hombre Liggett commented  ·  August 01, 2017  ·  Delete…

   We need to be able assign and track commissions. Whose they are and if they've been received yet. This especial helps with our annuity trails to ensure they each year we are aware of which accounts trails are coming in from and if they've been received yet.

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   Hombre Liggett supported this idea  ·  August 01, 2017