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ECs and Admin staff should have access to GEP and ...

ECs and Admin staff should have access to GEP and LTP information for clients. This would be a great feature for the Partners as well, if they do not already have it.
  • Guest
  • Jul 10 2020
  • Existing Functionality
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  • Guest commented
    July 13, 2020 09:19

    Hi Tom, Thank you for submitting an idea. You can look up GEP and LTP information by prompting "<GEP/LTP> for <client name>" or by navigating through the discover menu: Client Relationship & Sales > Client Relationships. Hope you enjoy using Astro as much as we do!

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