Your assigned companies, leads and/or opportunities will appear in the Pipeline section. In this tab, they will always be ordered by default by the most recent assignment date.
Whenever a new company and/or lead is assigned to you, the pipeline tab counter will add +1. Once you access it, you will see that new assignments will be marked with NEW. This mark will disappear when you leave the tab.
From this list, you can:
- Open the detail by clicking on the name or element of the list
- Start cadence by clicking on the calendar icon
- Navigate to the Salesforce record (if it exists)
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