Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
RoundRobin for dealcard allocation
In this article, you will learn: What is meant by round-robin in Pipelines? How is round-robin useful? In what ways are the deals added to
Add files
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
Action icon – send SMS? Could you also view the message in the text messaging module
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
Add intake form
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
What are the different ways to add a deal in Pipelines?
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
Assigning Agent
In this article, you will learn: Assigning Primary Agent Select multiple cards and assign agent What is the purpose of the “Assignee” function? This function
Add label
In this article, you will learn: What are labels? How to add a label? What are the benefits of labels? How do I view the
Automation: Lost Deal
Admin/user can setup/trigger a lost deal automation campaign from the Pipeline Manager module. Note: Each automation is specific to the pipeline; i.e if you have two
Mark due date as complete
Congratulating the team after an agent wins a business (Card marked as won) × Dismiss alert Important: The deals won are based on Subscription, which
Add Quotes
Add quotes on the deal-card through the Quotes section to know which carriers you have quoted and the amount. To add quotes in the dealcard
Add reasons for the lost deals
In this article, you will learn: To add lost deal reasons follow the steps mentioned below: To Add/Edit Lost Deal reasons follow the steps below:
Scheduler – Schedule Appointments (like Calendly)
In this article, you will learn: Creating an event Scheduling and sending notification of the event Email Notification – Agent’s inbox Rescheduling event: Creating Multiple
