Update New Business Widget to Display All Columns for Funeral Home Group Roles
General
HubSpot
General
HubSpot
Description
CURRENTLY
New Business ‘Needs Work’ queue only displays ‘Contract Approval’ column when viewing as Funeral Home role. This was implemented initially in
Agent
Funeral Home
Funeral Home Group
WHAT WE NEED
We need to add the Contract Approval column as viewable for Agent’s and Funeral Home Group’s, so this view is consistent. Ensurie that the Contract Approval hyperlink directs users to the contract approval screen when viewing as all three roles.
Ticket Specifications
None
Attachments
3
Activity
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CURRENTLY
New Business ‘Needs Work’ queue only displays ‘Contract Approval’ column when viewing as Funeral Home role. This was implemented initially in
Agent
Funeral Home
Funeral Home Group
WHAT WE NEED
We need to add the Contract Approval column as viewable for Agent’s and Funeral Home Group’s, so this view is consistent. Ensurie that the Contract Approval hyperlink directs users to the contract approval screen when viewing as all three roles.