The From Primary Agent checkbox is being removed. The drop-down for From User will auto-populate the Primary agent. You can select the drop-down to change it from the Primary Agent.
Added Referral Partner Status Column
A column was added for the Referral Partner Status to the Referral Partner Report. This will show you the status section that the lead is currently in on the report.
Ability to Group by Column
The Referral Partner Report results can be grouped by column. This option also exists in the Marketing Report.
Ability to Group by Column in the Status Sections in inFlow
Users can group the results by any of the columns in the status sections in the Pipeline Panel. This functionality is only available in the Partner workflow.
Screen Shots and Article updates