HOW TO TRACK APPOINTMENTS BY ADVISORS ON REYNOLDS

HOW TO TRACK APPOINTMENTS BY ADVISORS ON REYNOLDS

Postby LOWAIRD1964 » Mon Mar 12, 2018 6:51 pm

Hello, Does anyone know how to on Reynolds if there are any screens that pulls up how many appointments an advisor made or makes. Trying to track a BDC rep for bonus pay. I know this is more of a "service" question but I know I can get a faster answer prob on this side. Thanks
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Re: HOW TO TRACK APPOINTMENTS BY ADVISORS ON REYNOLDS

Postby bentwrench54 » Mon Mar 12, 2018 9:03 pm

I think you can do that in 3010.

I don’t have access to that executable. I can check the pm’s computer to see if he has access to it.
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