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carriers
Goal Setting for Carriers
In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.
Carrier by Business Share: Dashboard
Carriers by Business Share widget is now available under Agency widget: This bubble chart helps you identify which carriers are your best partners. See if
Carrier 101
In this article, you will learn: Carrier List Adding Contact to Carrier Adding a new Carrier Merging Duplicate Carriers Process to merge the duplicate carriers: