Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office

To view a report of your agents along with their office and the primary contact (usually the broker) for the office you can use the Contacts Report: For this example, we will apply the following criteria: * **Contact Type: Agent** * **Contact Status: Active** * **Additional Criteria/Filter:** **Primary Busines…

Contacts Reports

21-Mar-2023

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