Need Timeline for Premium Update
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
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Data Management and Reports
Information about Data Management and Reports
Unarchive Deal Cards in Bulk and Filter by Status while Unarchiving
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
Payment feature in card detail, account360, and contact360
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
AMS Policy Sync Error in Timeline Card View
In the event of policy syncing issues with the Agency Management System (AMS), users can conveniently access the details within the ‘Timeline’ tab on the
Account Name, Account Type, Look Up code & Deal card Type for Sales Report
 Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card
Commission / Expected Revenue filter in Pipeline Deal Charts
In deal charts, you can now filter the charts and reports based on expected revenue by deal county and premium amount.. This process will help
Date Range and Pipeline Consistency in Deal Chart
In deal charts, you can select the date range option from the following-Â Today, Yesterday, Last 7 days, Last 30 days, Last month, This month,
Days stayed on the stage for card view
Now you can view the total number of days the card has been created and how long it has been in a particular stage. In pipelines,
Download archived pipeline cards:
Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
Download Deal Chart Reports : Table vs Detailed Report
In deal charts under the Pipeline Manager module, you can download two types of reports- Table Report and Detailed Report. Â This feature is available
Duplicate data for Contact 360, Account360, and Pipeline Deal Card
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
Inactivity of Cards in Pipeline Manager
Admins can only set the duration for which a deal card remains inactive before receiving notifications. This feature enables admins to oversee deal cards and
