Labelled content

Assign users to client accounts security groups via setup negotiators screen

Identify office location on map via configuration

Relationship changes logged in Activity Feed

Transfer data between users - additional role-specific transfer options added

Mailings & events - how to add & edit

Contact categories - how to add & edit

Marketing expenses - how to add & edit

Checks & agreements - how to set-up & maintain

Referrals - how to add & edit

Offices - how to add & manage