February 2025 Release Notes (Leadership)

Table of Contents:

• MC Recruits: Find an Agent
• MC Dashboard: Leads Never Contacted
• MC Recruits: Merge Duplicate Records
• MC Transactions: Adjust Default Settings

🟩 MC Recruits: Find an Agent

The rebuilt Find an Agent experience in the Recruits applet of CommandMC allows leaders to search their market for talent and add them directly to their Recruiting Pipeline—filter by location, production, and more to find the perfect fit for your team. Customize and save your search parameters as a SmartView for quick access as the market changes. Don't miss out on this opportunity to grow your team! Learn more here!

🟩 MC Dashboard: Leads Never Contacted

Quickly identify and prioritize your new Recruit Leads with the Leads Never Contacted Widget, showing you which recruits from the last 7 days need your attention. Click the number to access a SmartView and take immediate action. Don't let these valuable leads slip away! Learn more here!

🟩 MC Recruits: Merge Duplicate Records

Need to merge duplicate Recruit records? No problem! Select two Recruits and use the new "Merge" bulk action to combine them into one, keeping the primary record & linking the merged on the timeline to ensure you don’t lose any details. Don't miss out on this simple way to keep your Recruit records clean and up-to-date! Learn more here!

🟩 MC Transactions: Adjust Default Settings

Take control of your future transactions by adjusting your Transaction Defaults in CommandMC! You can now set your preferred Cash GL Account for Deposits, Sales Tax ID, Sales E&O, Leases E&O, and MC's Name Used in the Commission Statement. These changes will only apply to future transactions, so update your settings today to streamline your finances and save time! Note that DBA Name and Legal Name changes still need to be requested through your Regional Leadership. Learn more here!