Information about Data Management and Reports
Earlier at InsuredMine, we had two separate sections for production related to deals won and lost within the sales dashboard module. But now, we have
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
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.
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.
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