In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities.
* Agents will be able to view their own deal charts as well.
To view the enhancement:
Navigate to Pipelines
Click on 3 dots and select Deal Charts
Select Deal Activities Effort
Agents will be able to view the report based on all the activities they have performed.
- For Admin or Manager, he/she will be able to view deal charts on all the activities performed by their agents.
- You can also sort the data by date
