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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Additional Options in Won Deal
Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal
Monthly & Yearly Goal Setting for Agents and Carriers
You can view monthly and yearly goal setting for agents, and carriers. This enhancement will help you have a sorted view. For each table, you
Goal Setting for Carriers
In Pipeline settings now you can find goal setting by carrier. Goal setting by carrier will help you set carrier wise goals for your agents.
Handle Deal Cards without Contacts
Now you can create commercial deal cards without contact details. At times, there are accounts that don’t have any contact added to them. For those
Benefits, Life and Health Plan Option in Pipeline Manager
You add, edit and delete plan list from the settings section in Pipeline Manager. This plan list is only available under benefits, life and health
Customize Daily Reports Timing
Admin can now customize the timing of daily report sent to their agents. This allows admin, managers and agents to get the whole day’s report
Edit Notes in Account360, Contact360, and Deal Card
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
Forward and Backward Navigation from Card Details
This feature will help you to have quick navigation to all the cards in the same stage of the selected pipeline. To view the enhancement:
Monthly production report for last 12 months Won & Lost
The monthly production report will project how many cards have been won or lost in the last 12 months. You will find both the bar
Pipeline Card Detail Customization – Rearranging left modules & activity modules
Inside the deal card, you can rearrange the left modules and activity modules as per your choice. To rearrange you just need to drag and
Commission / Expected Revenue filter in Pipeline Deal Charts
In deal charts, you can now filter the charts and reports based on expected revenue by deal county and premium amount.. This process will help
Inactivity of Cards in Pipeline Manager
Admins can now have updates on any deal card which is unattended for a set time period. This way, the admin can keep an eye
