Contact Upload with Multiple Agents
You can now upload bulk contact and assign the contacts to multiple agents at one time. To view the enhancement: Navigate to contacts Click on
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Account and Contact Management
Information about Account and Contact Management
Contact, Account, Policy Archived list
Description: The new feature has been introduced where now we can see the archived list for contact, account and policy. Navigation:Â Navigate to contacts module
Contacts Module
In this article, you will learn: How to add a Contact? How to Delete Multiple Contacts? Contacts Automation To Trigger Automation How to Select table
Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
Warning on deleting contacts
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
Advanced Search- Contact, Policy, Account & Deal Card
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
