Feature release Date: February 1st, 2025​
With our latest enhancement, admins can now utilize the Action By Filter in the Pipeline Timeline to view an agent’s actions within a specific pipeline and track their activities. This feature allows admins to select one or multiple agents to verify the actions performed on each deal card.
Use Case: Admins will be able to track and verify agent actions in the pipeline, enhancing accountability and efficiency.
Note: The agent can only view the shared data as well as any additional information pertaining to the actions they have performed on the card.
To View the Enhancement:
- Navigate to the Pipeline Module.
- Click on the pipeline Timeline, present in the top right corner.
- Within the pipeline timeline, you can select one or multiple agents, and the data for the selected agents will be displayed for that specific pipeline.
