the question is answered in the advisor's back office here
https://www.screencast.com/t/HBmwKn0S
here is a video of using that feature
https://www.screencast.com/t/Ku95toSz0
Modified on: Wed, 28 Jul, 2021 at 3:12 PM
the question is answered in the advisor's back office here
https://www.screencast.com/t/HBmwKn0S
here is a video of using that feature
https://www.screencast.com/t/Ku95toSz0
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