Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 6 Next »

No.

Proposer

Date

Page/Feature/Panel/Tab

Description

To Progress

Phase

01

Matt Oxley

11/01/23

Your year in review

We want to show value in using the CRM product. Can the CRM system produce broker specific stats (eg. Total number of mortgages completed/not completed, Best sales person, hours saved/active etc). Provide some ‘social reward’ and gamefify with 'Top X % broker firm.

YES NO REVIEW

  • No labels