Information about User Interface and Navigation
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
This feature will help you to have quick navigation to all the cards in the same stage of the selected pipeline. To view the enhancement:
While adding a commercial deal card for a new business and a new contact, the email id and mobile number will get mapped automatically to
This feature will help agents to set and send multiple intake forms to the contact of a deal card. You need to gather information regarding
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
You can pin & unpin the notes in a deal card. If you edit and update the existing notes, that will get reflected while the
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
Now agents can send quote sheets to their contacts or potential customers both via email and text. Navigate to Pipelines Click on a dealcard Scroll down on
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Update – The option to add labels to the deal card is now available within the card view Application – Easier access to add labels
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
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