Getting Started (12)
Training Sessions (82)
Report (12)
Release Notes (33)
Policies (19)
Accounts (37)
Contact (74)
Client Portal (7)
Integration (40)
Pipelines (119)
Engagement (92)
Setting (37)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (39)
FAQ (1)
Form (27)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (13)
IMUG (3)
Sales Dashboard
Download deal chart table data into Excel format
Update – Any table representation of data in the sales dashboard can be downloaded into an excel file. Application – Now download and share reports
Date Range and Pipeline Consistency in Deal Chart
In deal charts, you can select the date range option from the following- Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
Multiple Dashboard Feature
You can separate your widgets by Dashboard based on four different categories- Agency, Sales, Production, and Marketing and can also set a default dashboard.
