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The Team/Agent dropdown displays a list of all users within the organization who share the same branch permissions as the current user. Selecting any of the users from the list displays their pipeline status lead counts.
The Team/Agent dropdown populates based on a user’s viewing permissions:
Default: view applications assigned to me and any user who reports to me
View Team: view applications assigned to all teams who report to my manager
View All: view all applications regardless of owner
Viewing permissions are set based on the user’s role. To update these preferences, please contact support@insellerate.com.
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Workflow Type
The Workflow Type section contains all of your workflow statuses. You can select Applications or Partners from the dropdown menu. Your admin can change the background color of the workflow name icon as well as the font type/color.
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