We want to be able to add fields to an adviser, for example, the company we acquired them from, their personal calendly link, their Regions, Teams and Pods. We could then use this is automations/reports etc
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Accepting Feedback
Feature Request
20 days ago

Reiss Moore
Get notified by email when there are changes.
Accepting Feedback
Feature Request
20 days ago

Reiss Moore
Get notified by email when there are changes.