Daily Use of Brivity CRM
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      Transaction Agent Filter

      Admins and Account Owners can filter by the Primary Agent on a transaction so you can clearly see each stage of the pipeline (Drafts, Coming Soon, Active, Pending, Sold, Expired, Withdrawn, Canceled, and Archived) for a specific person of your team.
       
      Filter options include:
      • All active users
      • Only my transactions
      • A specific user or combination of users - just check the box next to the names you want to filter by!

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