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Table of Contents
Pipeline is your main menu. It includes your saved search and groups, events and active opportunities, as well as the search menu
The top menu includes a name lookup, Sorting & (flag) Filtering
The Renewal Date, last activity time and most recent note appear below the company. Click to view the Policy details
The Sub Activity button is available to the Master Account of the team plan. Clicking this button will display your Team's flagging activity and scheduled events
Flagged accounts can also be accessed in a List View from the Saved drop down tab in your Pipeline