Description – Admins can now view Agent segregation for Lead, Quoted, and Closed cards.
Use Case- Detailed report view for admin to view the agent’s Lead, Quoted, and Closed cards chart.
Process:
- Navigate to the Sales Dashboard
- Click on Quote to close the Cards
Note – You can view the tabular view of leads under Quote to close Cards. All agent’s views are only available when logged in as an Admin.
