How do I view my team's activity?
Written by rob g
Updated at March 5th, 2021
Viewing the Team's activity is available to Master Account holders. There are two ways to view your team's activity:
from the Pipeline -
Click on the 'Sub Activity' button located in the Latest Flags section
Latest Flags Section
Will display your team's recently flagged accounts
Schedule (Calendar)
Will display their scheduled events
from the AgencyDash -
click on button located in header menu
AgencyDash aggregates users' flagging activity with class and carrier info. Click any field to filter.
*note we will be updating this in the future.