Information about User Preferences and Settings
Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set
In this article, you will learn: Weekly/Monthly/Yearly View Card count for an assigned agent and who marked it as WON/LOST Customized Plecto Leaderboard Want to
Create & manage Pipelines Deal Stages Deal Cards Pipeline Visibility Pipeline Views Pipeline Filters and views Action
In this article, you will learn: How does Renewal Pipeline Automation function? Timing for Renewal Automation to kick in Choosing an agent to handle retention/renewal
In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps
In this article, you will learn: How to select Categories for the pipeline Select the category- Default or Custom Select Categories feature is available for creating
Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the
In this article, you will learn: View the file and send as an email attachment You can view the file, send it as an attachment
In this article, you will learn: How to select Categories for the pipeline Select the category- Default or Custom This feature will ensure that Agents
Task Overview functionality is available for all the roles- admin and agent. It is applicable for both shared and private cards. How can you have the Task Overview, and
The Won Deal Announcement option is a crucial setting for keeping your team informed about won deals based on subscriptions. When you enable this feature,
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
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