Update to AutoAssign Headers in Action Plans?

It was brought to our attention that our AutoAssign forms currently display different headers at the top of the email, depending on which AutoAssign you use.   Some display, Referral Assignment,  (like below) while others display, Referral Confirmation.  We have a request to change all of them to display the words, Referral Agreement, as it is a more accurate reflection of the form, Let us know if this is a problem.



One Response to “Update to AutoAssign Headers in Action Plans?”

  1. Jo Anne Conner Says:

    Good idea

    *Jo Anne Conner, gCertified* *Network and Broker to Broker Referrals Manager* *24 Vardry Street, Suite 402, Greenville SC 29601* *864-678-5227 – Direct* *I get off at 2:00pm each day – if you need immediate assistance after that time, please contact Misty Taylor at 864-678-5362 or mtaylor@cdanjoyner.com .*

    Click Visit Greenville SC AGENTS: Click here to submit a referral.

    *E-mails sent or received shall neither constitute acceptance of conducting transactions via electronic means nor create a binding contract until and unless a written contract is signed by the parties .*

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