Information about Data Management and Reports
We have introduced a new enhancement in the Pipeline Dashboard Master Report with the addition of four new filters: Created Date, Won/Lost Date, Premium Range,
We have introduced a new enhancement in the Pipeline Dashboard under the Master Report that allows you to filter reports by pipeline name. This feature
Release Date: April 26, 2025​ We’ve introduced an enhancement in the Pipeline’s Deal Card details – the ability to merge duplicate accounts seamlessly. This update
Release Date: March 1, 2025​ With our latest enhancement, you can now track tasks within the Deal Activity Effort section, providing deeper insights into task-related
This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making. Use Case:Track
Now, in the Master Report within the sales dashboard, while adding multiple filters, we have the option to save and reuse the filters whenever necessary.
With our latest update to the Master Report section within the Sales Dashboard module, we’ve added a ‘Group By’ option. This feature allows you to
Now, within the Master Report, if you choose to add the Lead Source filter within the Master Report sales dashboard module, you will be able
AÂ new addition within our master reports section within the deal charts, the select table Column feature allows users to customize the view of their
In our latest addition, whenever you add or update the premium within the deal card timeline view, it will now show up within the timeline
Before, you could only select and unarchive a single deal card at a time. Now, you can select multiple deal cards in bulk to unarchive
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
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