From the Deal Menu --> Deal Summary
- Agent- If you wish to run for all agents leave contact field blank
- If you want to run for a specific agent enter their name in to the contact field
- The Month Field is defaulted to the start of the current month and current year.
- Adjust the month or year if desired.
- Franchise – If contact field is left blank, you may choose to only run for agents in a specific franchise by entering a franchise from the drop down list.
If you wish to run for all agents in all franchises leave Contact field and Franchise field blank.
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