A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard.
Use Case: Facilitates targeted filtering based on carrier-specific information associated with sales data.
To access this feature in the Pipeline:
- Go to the Pipelines section.
- Click on the Filter option.
To utilize the “Carrier” filter in the sales dashboard:
- Navigate to the Pipeline dashboard.
- Click on the ‘Add Filter’ button.
