Adding Links in Contact360, Account360, Deal Card
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
Integration and External Links
Information about Integration and External Links
HawkSoft new data point mapping in policy, accounts, and contacts
In Account and Contacts, some new data points that are mapped from HawkSoft to Insuredmine are HS ID, CSRs, Producers, and Branch ID. In the
Open in HawkSoft link
Now you can easily switch to the contact page in Hawksoft from InsuredMine accounts and contact 360 by clicking on the Open in HawkSoft link.
Screen-pop for incoming calls
Whenever you will have an incoming call, you will have a screen pop for the call. In case there are multiple contacts saved with the
Voice Calling
With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly
CSR filter in contact for HawkSoft
Description – The contacts\’ filters now include the CSR filter. Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and
