Users want inspection and revenue counts to be available by contact role—for example, when viewing an agent in their role as "client's agent," see the inspections and revenue for that role only, not for the contact across all roles. Currently the reporting treats the contact as a single entity.
Why it matters: Client care and sales need to understand performance and volume per relationship type (e.g. as listing agent vs buyer's agent) for accurate follow-up and reporting.
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Canceled
New Features
About 1 month ago
Linear
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Canceled
New Features
About 1 month ago
Linear
Get notified by email when there are changes.