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Deactivate or Drop a Primary Agent
If an agent is no longer a part of an office or has dropped their membership, you can inactivate them in M1 from within GrowthZone. NOTE: It is NOT recommended that you delete individual contact records, as the database maintains historical information about those individuals. * On the agent's Real Estate tab, …
View Certification Status in the Info Hub
If using the Continuing Education module, your members may view their certification status, apply to your certification programs, and sign up for certification events via the Info Hub. In the Info Hub left-hand navigation panel, click Continuing Education . TheOverviewtab will display the following: * My Certi…
Tracking Certifications
You can track contacts certifications on the Tracking tab within the Certifications module. By clicking the Quick Filter drop-down list, the Tracking tab may be filtered by the following criteria: * In progress : Contacts currently working towards a certification. The status may be automatically set when a…
