Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card Type.
To view the enhancement:
- Go to the Pipelines module.
- Locate and click the three-dot icon in the right-hand corner.
- Choose “Deal Charts” from the dropdown menu.
- Click on any agent to view their deal statistics.
- You will be able to view the Account Name, Account Type, Deal Card Type and lookup code for the Sales Report.
