Bulk re-assignment for Reminders within Tracks
When there is a specific person against a number of reminders in numerous tracks, it would be a good feature to be able to bulk re-assign that person to another person. I know this feature is against reminders in general, but it doesn't work for people listed within the track templates.
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Hayley commented
This would be a fantastic feature. As an agent grows, so does their team. So for example, some prospecting tracks can be re-assigned to a PA, VA or something similar. Manually having to do this is a painful task, especially if the agent is established and the volume of work is high.
In other software you can re-assign by specific task, not just the two trail.
- living in hope -