Page Comparison

1. Applicant lists on Organiser

From Organiser, Overview/To-do List panels:

• With the configuration enabled, Active Applicants, Applicants to Call & Applicants to Remove will not include any shared applicants

  

2. What is a shared applicant?

A shared applicant is one where the AgencyCloud user is identified in the Relationships panel on the contact record as a Negotiator but is not the Key Contact

Example

With the configuration enabled, this applicant will show in Kian Kettlewell’s applicant lists on the Organiser, but will not show on Anna Graham’s lists

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