management page
As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.
6
votes
Craig Pesce
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
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