RBO Feature Requests

Create a method to print and/or download a list or csv file containing the contact information for the "people" in the crm.

Please, please - we need to easily identify lead source. Our commission structure varies with lead source. Even a blank field would be helpful.

We should be able to remove or archive inactive agents. I know there is a filter, but it makes sense just to archive so we do not have to filter each time we go to users. Or maybe default the filter to active?

Can you add the feature so that we are able to upload a CSV with leads, opportunities, and contacts?

I see that we can enter the agents birthdates, can the system send us an email a week before the birthdate so we can prepare for it?