Deals by Carrier (BST) How to find this deal chart? What is the difference between the widgets and deal cards? What are the variations for looking at the data?
Tracking Opened Email (BST) Where are all the places to see when an email was opened? How to turn on popup notifications? Can you see when they open emails,
April 9 – Update Agent’s Name for Active Policy https://www.youtube.com/watch?v=7hkBSWHNDu4Update Agent’s Name for Active Policy
Feb 12 – Task Filtered by Due Date https://www.youtube.com/watch?v=bdqVGLWKwTATask Filtered by Due Date
Feb 17 – Cross-Sell Specific Carriers https://www.youtube.com/watch?v=hRecz8bsdUwCross-Sell Specific Carriers
Feb 15 – Cross-Sell and/or Policy Category https://www.youtube.com/watch?v=9mCMw9dAWGcCross-Sell and/or Policy Category
Adding Comments to a Task (BST) How to assignee multiple people to a task? How to attach files to a task Can you add multiple files to a task? How does
Feb 5 – Quick Actions in Contacts Module https://www.youtube.com/watch?v=1IVY9la4pzUQuick Actions in Contacts Module
April 7 – Added Fields in Commercial Accounts https://www.youtube.com/watch?v=gO21p75GAvQAdded Fields in Commercial Accounts
Additional Fields in Commercial Account (BST) How to edit accounts? What fields are added? Why are Gross Sales not showing up? Can you sort your lists between email and phone numbers?
Feb 10 – Valentine’s Day Email Campaign https://www.youtube.com/watch?v=zj3g5YVupXIValentine’s Day Email Campaign