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Pipelines
Sales and Client Management, Sales CRM, Pipeline Manager…
Date Filter
Date filter helps to fetch the exact report or analytics for a particular period and thus helps to get the correct representation of the desired
Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
How to Add Deal from Pipelines?
In this article, you will learn: How to add Deal from Pipelines? Select Label while adding a deal card More option in add deal Retention
Open tracking details in the deal card, account 360, or contact 360
In this article, you will learn: How to view the open tracking in the deal card: How to view the open tracking in contacts: Whenever
Incoming Text Notification – (Admin)
You can notify your agents via email of all the incoming texts. To check the enhancement: Navigate to Pipelines Click on the 3 dot icon (action)
Policy Data in the Deal Card
In this article, you will learn: Policy data if the deal card is created for an active client Policy data if the deal card is
Goal Settings (Activity)
In this article, you will learn: How to set new activity goals for the agents? How to edit the activity goals for the agents? How
Action
The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per
Pipeline Filters and views
Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set
List View
In list view you can sort the list view of the deal cards based on the pipeline stages: In list view, you can sort the deal
Deal cards Events Notification Subscription
Now admin can choose which agent will receive the selected notifications. To check the enhancements: Navigate to Pipelines Click on the 3 dots icon (action) Navigate
Stage Change Restrictions unless the checklist is completed
In this article, you will learn: How to select Categories for the pipeline Select the category- Default or Custom This feature will ensure that Agents
