Select Mandatory Fields
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
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General Settings
All information about General Settings
Mandatory Fields for Deals Won
Now you can set mandatory fields that need to be filled while marking a deal card as won. Admin can set these fields from the
Session activity timeout setting
The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can
Default Landing Page
In this article, you will learn: To set the default landing screen, follow the steps below: Edit Access – Report, Deal card, Template, Contact What
Website Widgets
You can embed 6 different widgets/buttons/iframes on your website. Public Quotesheet Google Reviews Widgets Client Logins Mobile App Download Public Agency Profile Contact us Form
Setting Default Fonts for Agent Emails
In the latest feature module update, a new functionality has been introduced, allowing users to establish a default font for agents when sending emails. To
Color customization throughout the portal
Now you can change the UI as per your choice. Create a customized User Interface that can help you work better! Â To view the
Add xDate Automation for Inactive Clients
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
Xdate added in Contact & Account on the cancellation date.
Description- Â Xdate will be marked for contact or account. The date on which the policy is canceled will be marked as Xdate in Contact 360
Pipeline Access for Agents
Description – Provide permissions for agents to remove access for specific pipelines Use case – Access permissions to ensure data privacy and reduce human error
Ability to make custom fields mandatory for adding a deal
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Category and Carrier in the Restriction Settings.Â
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
