In our ongoing commitment to enhancing user experiences, we have made significant updates to our “Get Started” process, “Settings” module and the “Sales Dashboard” feature.
All information about a Contact Settings
Once all policies under an account expire or cancel, the contact/account status changes to inactive. This automation automatically adds or updates the Dates for each
Description- Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360