Right-Clicking On Your Team

You can accomplish a lot by right clicking on your team members faces. You can:

  1. View a team member’s profile
  2. View a team member’s history
  3. View a team member’s time entries
  4. Have a private chat

You can also right click on other areas of the platform.

  1. Right click on a priority to “send to top” or “send to bottom.”
  2. Right click on a deal or priority to send it to another funnel.