Service Team Improvements
M
Meghan K Rutherford
I'd like to be able to assign a client to a Service Team based on a tag. Many firms have tags set up already for Lead Advisor. If we could use that tag to automate the creation of the client's service team, that would save us from having to manually assign or update multiple places. This would be for Business Tier customers that don't want to pay for Scale, just to have the CRM Service Team sync feature.