Quote premium tag added to pipeline automation Update – While triggering the pipeline automation, an agent may choose the quote premium as a tag Application – The auto-population enables agents to share
Select All Option in the Pipeline Stage You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark
Select Multiple Files and Send Email in the Deal Card, Contact360 and Account360 Now you can select and send multiple files via email. This feature is available in the Files section under Pipeline deal cards, Contact 360, and