A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard.
Use Case: Facilitates targeted filtering based on carrier-specific information associated with sales data.
To access this feature in the Pipeline:
- Go to the Pipelines section.
- Click on the Filter option.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15111329/image3-2-2-1024x471.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15111327/image2-2-4-1024x468.png)
To utilize the “Carrier” filter in the sales dashboard:
- Navigate to the sales dashboard.
- Click on the ‘Add Filter’ button.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15111332/image4-2-1-1024x471.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15111324/image1-2-4-1024x470.png)
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2023/11/15111334/image5-2-1024x470.png)