Hi,
I'm trying to set up a workflow that will not allow a user to change an Agent's carrier if it does not match their Direct Upline. I can't seem to find the correct steps to make this happen.
Thanks!
Hi,
I'm trying to set up a workflow that will not allow a user to change an Agent's carrier if it does not match their Direct Upline. I can't seem to find the correct steps to make this happen.
Thanks!