Information about Integration and External Links
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,
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
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.
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
Description – The contacts\’ filters now include the CSR filter. Benefit: Filter out contacts based on CSR assigned to create lists, campaigns, assign SCD, and
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Most Search: Ams360Release Notes
