Send Schedule Text
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.Â
Miscellaneous
All information about Miscellaneous
Filter by Lead Source and Disposition in Contacts and Reports.
In this article you will learn: Lead Source and Disposition Group By option in Reports ​ Lead Source filter in Reports​ Search tab in Reports
Advanced Search- Contact, Policy, Account & Deal Card
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
Single Contact Drip tab in Accounts.
Description: Single-contact drips can be assigned to accounts in Account 360. UseCase: Assigning Single Contact Drips to Accounts is simple to trigger. Navigation: Navigate to
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.
