User Interface and Navigation

Feature release Date: February 1st, 2025​ Earlier, while multi-selecting deal cards within the pipeline and marking them as “Deal Lost,” the X-date option was not

With our latest enhancement, you will be able to track call activity directly in the Deal Activities Effort section. This addition provides a visual representation

Calls made from the deal card are now displayed within the Call History, offering a comprehensive details view of outgoing calls being made. This enhancement

With our latest enhancement, you can easily select agents and CSRs while adding a deal card from any policy mapped to its respective agents and

With our latest enhancement, you can easily rename any file attached to a deal card within the Pipeline module. The updated file name will automatically

Pipeline automation may look a bit different with minor updates and improvements. The updated features include enhanced checklist management with multi-select options, updated agent roles

In the latest update, you can now swiftly edit checklist items directly from deal cards. Additionally, you can now integrate clickable URLs within checklists, enabling

Earlier, when a pipeline card was moved to another pipeline, its label would be removed. Now, the label will be retained and shared with the

With this new enhancement, users can swiftly view linked policy numbers associated with deals by clicking on the deal card and viewing the deal card

Introducing a feature to enhance your data entry process—”Insured Address Same as Mailing Address.” This intuitive functionality simplifies deal creation by allowing you to effortlessly

Earlier, we checked off each checklist item individually within the pipeline cards after completion. Now, you have the option to mark all checklist items as

Whatever custom field data you input while adding a deal, will be included in the excel report when the deal card will get downloaded. When