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Utilizing Grouping Options in X-Date for Agents, Executives, and Representatives within Opportunities

An enhancement has been made to the Opportunities section, introducing the capability to group by X-Date based on Agent, Executive, and Representative roles. This allows users to conveniently categorize X-dates according to these specific criteria.


  1. Go to the Opportunities tab.
  2. Select X-dates from the options available.
  3. Click on the Group by feature to organize X-dates by Agent, Executive, or Representative roles.

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