Information about User Interface and Navigation
An Undo button for instances when the AI’s suggestions don’t align with your preferences. This feature empowers you to effortlessly revert back to your original
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
In this article, you will learn: How to Create a Checklist? Adding Checklist from Pipelines Module How to add and creating a checklist template? How
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
In this article, you will learn: What are labels? How to add a label? How do I Create a New Label? What are the benefits
In this article, you will learn: How to add lead source in Contacts? Lead Source in Pipelines Lead Source is the primary source of referral
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription How to manage Notification subscription? Admins can now
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 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
If you click on a deal card, you can have an overall view of the deal card details. Here, you can edit the deal card
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:
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