User Interface and Navigation

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

Now, when you add a deal, you’ll notice a new feature: the option to add a contact name in the ‘Add Deal’ section. This instantly

This recent improvement in Pipelines allows users to assign agents in bulk. When you assign an agent to a deal card, you now have the

This new enhancement in the “Pipeline module” allows users to choose whether to move or copy cards from one stage to another, with the added