As such, this can make my pipeline look very full in a given stage... Is there a way to control view settings of what's displayed in the pipeline so that I'm paying the most attention to that which needs it versus the aforementioned?
This may be a novice question. As an insurance broker, some deals may take months to close with no action needed until just weeks ahead of a policy renewal.
This may be a novice question. As an insurance broker, some deals may take months to close with no action needed until just weeks ahead of a policy renewal.
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