For Teams, we’ve added the Deal Owner information to the Deal Export.
On the Deal List page when you click export, you will find the owner of the deal in the last column of the export.
⭑This helps track team production, all from 1 exported list⭑
Add a Saved Search to the Dashboard
Jen Brown
January 19, 2024
You can create multiple Saved Searches in the system. Once you have a Saved
