Prospect and Proposal information in the RE Mobile App

Currently you can't see Prospect and proposal information in the RE Mobile App. This is critical information to be able to view when you are on your way to visit Prospects for a meeting about their support. I would like to see Prospect and Proposal information on the RE Mobile App.

  • Guest
  • Nov 6 2014
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  • Guest commented
    March 18, 2016 00:20

    Yes - I agree. We just did a massive WealthEngine anlysis of our constiuents, with information uploaded to the Prospect Ratings and it would be extremely helpful to be able to see this by our Development team while on the go for prospect meetings, etc.

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