Pipeline Chart Handling for Producers
Agents who are marked as Producers will have deal charts visible in their accounts. To view the enhancement: Navigate to the settings module Click
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Agent
Assigning Agent
In this article, you will learn: Assigning Primary Agent Select multiple cards and assign agent What is the purpose of the “Assignee” function? This function
Pipeline Access for Agents
Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error
Agent Usage Report
A comprehensive report detailing agent logins, actions, views, and time spent by each agent can be viewed. Use Case: Enables admin to monitor agent productivity
Shared Pipeline – FAQ
In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who
