Information about Data Management and Reports
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
 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
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
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,
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,
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.
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
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
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
You can create deal cards in a pipeline by uploading a CSV file format. The purpose of this enhancement is to help agents to create
Agents who are marked as Producers will have deal charts visible in their accounts. Â To view the enhancement: Navigate to the settings module Click
In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is
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