Dashboard for each team member
I would like to be able to view a list of deals sent by each team member. At a quick glance, I would like to be able to tell how many have been approved and how many are still pending. It would also be nice to export that list and send feedback to my Deal Finders when an item is not approved. It would be nice to send feedback when a deal gets approved as well. That way, they know that they're doing a good job and adding quality leads.
Comments: 1
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28 Jun, '19
NICK Jongebloedperhaps this and more could be addressed if you allowed multiple "filters". the filters could be manipulated by multiple criteria. perhaps a query type behavior and the filters saved by name.