Firm Feature Requests

Kelley Maddox mentioned that he would love to be able to after a good prospect call invite client to the portal, send out task, then prepare EL and send it to allow for smooth closure of leads and continuity of touch points for prospects

Please extend the Invite duration to at least seven days instead of the current three day duration. Entirely too many of the invites have expired and clients have had to request new invites

In the Account Status pulldown list please add "Invite Expired" to allow for sorting of full contact list for invite that have passed their expiration date so that only those contacts can be invited en masse at one time. Thanks