Broker Dashboard Showing Assigned Producer/Client Manager/Builder

I meant to ask, is there a way to pull a list of all our client builds? I have an account manager who started recently and wants to see which of her clients have Brite already. I know I can see the list, but the client managers only have access to when we provide access.

Thank you!

Make it a Great Day!

Christy Moore

Client Manager, Projects, Maryland/North Carolina/South Carolina

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Status

Submitted

Board

Feature Requests

Date

12 months ago

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