Step 1: Click on the ‘filter‘ icon
Step 2: Select the search options you would like AgencyStream Manage to use when searching for the clients, then ‘save‘
*NOTE: The search options are per agent
Step 1: Click on the ‘filter‘ icon
Step 2: Select the search options you would like AgencyStream Manage to use when searching for the clients, then ‘save‘
*NOTE: The search options are per agent
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