Sales Intelligence

I am writing to inquire about a few potential enhancements to the Sales Agent view.

First, I would like to request the ability to hide specific pricing information from the Sales Agent view. I need the option to shield this information from the sales team.

Second, for a future update, could we explore the possibility of implementing the following features:

- An option to set monthly limits on the number of reports an Agent can generate.

- The ability to easily adjust both the weekly and monthly goals for Customers and Reports.

Thank you for considering these requests.

Best regards,

Robert D

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Status

In Review

Board

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Date

3 months ago

Author

Review Pulse 360˚

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