What Information is in Agency Information?

This is an internal page for the agency and can only be seen by those authorized. In this section, you’ll be able to see the client’s creation date, who added the client, and who is the client assigned to, If the client is shared and the source information in case it exists. Furthermore, it is possible to add comments regarding the client, and it will be saved on his/her profile.

Was this article helpful?
Do you have questions? Submit a request

😀 Awesome!

Thanks so much for your feedback!