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
Home » quote to clos cards
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
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
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