Pipeline Leaderboard
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
InsuredMine is SOC 2
Type II Certified
sales
Restrict Pipeline Access
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Shared Pipeline
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
Shared Pipeline – FAQ
In this article, you will learn: What is the significance of the shared Pipeline? What deal type gets added to the shared Pipeline ? Who
