August's New Features

Here is a list of of the most recent updates.

  • Check out our new Tools Page. We've put all the links to help your utility and reporting links
  • We now show your Upcoming and Follow-Up appointments for the current week
  • Updated the KWRI Pipeline report to support the new columns.
  • We've now incorporated your Gross Goal Worksheet.
  • We've added in the "Operating Principal" association.
  • Rename the Pipeline Report link to Pipeline Board
  • Filter by Team Leader on the Pipeline Board

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