Deal Charts: Reports & Filters
In this article, you will learn: How to set filter: Account Type Filter in Pipeline Status Filter in Pipeline Assignee Filter Label Filter Category filter
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Data Management and Reports
Information about Data Management and Reports
Goal Setting for Carriers
In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.
Win Probability Percentage in Deal Stages and Deal Chart
When you create a pipeline, you can set the win probability percentages. This feature will help agents to understand the chance of winning the deal.
