Voters 1
1
Products page - Life Assured email address
- Open
|
|
Totoro |
Add a column for Life Assured's basic contact info i.e. email addresses, in the Products page - Insurance.
Makes it so much easier if using Advanced Filter to capture what you want - and then have that client's email address there. Usually when using AF for products based results, advisers will want the LIFE ASSURED to be the person they email / make contact.