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.
Navigation:
- Go to the Opportunities tab.
- Select X-dates from the options available.
- Click on the Group by feature to organize X-dates by Agent, Executive, or Representative roles.
![](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2024/01/04105752/image1-14-1024x472.png)