Information about User Preferences and Settings
A regular and constant follow up is required to push leads in pipelines for closing deals faster. To help maintain consistency on tasks and pipeline
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
Anticipate demand with increased efficiency through the Forecast feature in Pipeline Manager. Sales managers can easily track deals on the basis of months. The organized sales
In this article, you will learn: Where to set Goals for agents? How to set a new Goal Goal Settings Table View Delete or Edit
In this article, you will learn: How to view the Lead Source section? Search, Sort, and Download Lead Sources We are ensuring a better user
In list view you can sort the list view of the deal cards based on the pipeline stages: In list view, you can sort the deal
In this article, you will learn: What is a Pipeline? How is a pipeline board created? How to move from one board to another? What
Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action
In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
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