Cross Sales: Automation
In this article, you will learn: Workflow Details Designing the workflow Automation Cross-Sell- And/Or Policy Category Cross-Sell Automation for specific carriers This demo video provides
sales
Pipeline Leaderboard
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
Restrict Pipeline Access
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
Shared Pipeline
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
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
