Agent Segregation under Quote to Close CardsÂ
Description – Admins can now view Agent segregation for Lead, Quoted, and Closed cards. Use Case- Detailed report view for admin to view the agent’s
Getting Started (13)
Release Notes (32)
Client Portal (7)
Agency Website (5)
FAQ (1)
Agent App (8)
IMUG (3)
Modules (0)
How-tos (0)
Best Practices (0)
Release Notes (0)
Header Menu (0)
Sidebar Menu (0)
Integrations (0)
Agent Mobile App (0)
Client Mobile App (0)
Client Portal (0)
Log In (2)
Notification (3)
Smart Search (3)
Texting (26)
What's New (32)
Calling (6)
Profile Switcher (2)
User Profile/ Profile Settings (3)
Platform Refresh (1)
General Settings (32)
AMS Sync (1)
Get Started (5)
Quick Actions (1)
Log Out (1)
AMS 360 (14)
Twilio (3)
Epic (0)
RingCentral (2)
eVo (0)
Lightspeed (1)
Ezlynx (1)
Quoterush (1)
Hawksoft (11)
PL Rater (1)
Nexsure (0)
Turborater (1)
Nowcerts (1)
Thanks.io (1)
QQ Catalyst (3)
Slybroadcast (1)
Sagitta (1)
zapier (2)
Transpay (1)
Stripe (1)
Getting Started (0)
Client Mobile App (14)
System Overview (3)
Agency Dashboard (15)
Sales Dashboard (5)
Activity Dashboard (5)
Marketing Dashboard (6)
Account Management (13)
Contacts and Communication (10)
Deals and Tasks (5)
Data Management (10)
File and Document Management (7)
Miscellaneous (5)
Policy Management (15)
Account and contact Management (5)
Reporting and Analytics (10)
Integration and Data Sync (15)
Carrier Management (10)
Categories Management (4)
Account and Contact Management (25)
Communication and Notes (15)
File and Document Management (4)
Workflow and Automation (9)
Reporting and Data Analysis (13)
Integration and External Links (6)
Miscellaneous (10)
Data Export and Management (2)
Pipeline Automation and Workflow (45)
User Interface and Navigation (43)
Data Management and Reports (17)
User Preferences and Settings (34)
Email and Text Automation (20)
List and Contact Management (13)
Workflow Automation (31)
Template Management (12)
Campaign and Reporting (10)
Agent and Contact Handling (5)
Others features (8)
Task Management (4)
Task Details and Logs (3)
Notifications and Analytics (4)
Account Management and Dashboard (6)
Opportunity Management (1)
Opportunity filters (2)
Document Management (1)
Google Reviews Basics (1)
Integration and Widgets (2)
Automation and Customization (3)
Form Basics (9)
Form Submission & Responses (4)
Form Management and Settings (7)
Form Mapping and Integration (7)
Notifications and Integration (3)
Specific Forms and Tools Integration (3)
Calendar Basics (1)
Calendar Features and Customization (2)
Work Email Basics (1)
Email Management (3)
Signature and Folder Management (1)
Contacts and Mapping (4)
eSign Basics and Navigation (6)
Advanced eSign Features (10)
eSign Sending and Reminders (5)
eSign Document Management (6)
eSign Reporting (3)
esign in other modules (2)
Payment Overview (1)
Payment Integrations (2)
Report Basics and Navigation (2)
Creating and Customizing Reports (5)
Filters and Search (3)
Specific Reports (5)
Data Grouping and Fields (3)
Support Services (2)
User Guides and Access (1)
Data and System Requirements (2)
Security and Data Protection (1)
Dashboard (0)
Document Manager (0)
Accounts (0)
Google Reviews (0)
Policies (0)
Forms (0)
Carriers (0)
Calendar (0)
Categories (0)
Work Email (0)
Contacts (0)
eSignatures (0)
Pipelines (0)
Payments (0)
Engagement (0)
Reports (0)
Tasklist (0)
Settings (0)
Opportunities (0)
Support (0)
Release Notes (0)
Integrations (0)
Renewals (0)
Marketing (0)
Marketing (1)
Marketing (0)
General (0)
Marketing (1)
General (1)
Integrations (1)
Renewals (1)
Integrations (2)
System Preferences (5)
Configuration (18)
Appearance (4)
Contact Settings (2)
Pipeline Settings (1)
Benefit Point (2)
Miscellaneous (8)
quote to clos cards
Deal Charts: Reports & Filters
In this article, you will learn: Filters How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category
