Agency Portal Overview
Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the
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System Overview
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Multiple Dashboard Feature
You can separate your widgets by Dashboard based on four different categories- AMS, Pipeline, Activity, and Marketing and can also set a default dashboard. /*!
Dashboard: Widgets
Dashboard provides a business snapshots and these Widgets help accomplish that visually. Widgets provide charts and key metrics associated with the business. The Agency Portal
