Restrict Commercial/Personal Renewal Pipeline
Now, within the renewal pipeline, a new feature has been introduced under the policy type settings. You now have the option to enable and save
User Preferences and Settings
Information about User Preferences and Settings
Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email
Once toggled on, any team member who successfully secures a deal will have their achievement highlighted, showcasing successful deal closures with premium and revenue goals
Forwarding e-mail within Pipeline
Within the pipeline settings, we have a feature called “Forwarding Email.” This feature helps you handle emails on support issues or potential leads, making it
Add Pipeline Custom Field filter in Pipeline Module
The Pipeline Custom Field filter enhancement provides users with a streamlined method to organize and filter deals within the Pipelines module. Use Case: Optimize your
Xdate pipeline automation based on business type, commercial, Personal
The X-date Pipeline comes with a new upgrade. Now, easily trigger X-date automation for contacts and accounts based on their account type and specified X-date
Carrier filter in pipeline and master sales charts
A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard. Use Case: Facilitates targeted
Pipeline renewal automation based on premium on policies
The latest addition to Pipeline renewal automation now gives you the capability to set the premium amount, thereby triggering the renewal automation and creating a
Renewal pipeline automation on branch level
This latest feature allows you to create renewal pipeline automations at the branch level. Please note that this feature is currently accessible for AMS360, Epic,
Card View (Summary)
In a Summary Card View you are able to view the following: Deal Name Assignee (if multiple) Deal Amount Due Date Deal Health Email Address
Category filter in the pipeline
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
Deal cards Events Notification Subscription
Now admin can choose which agent will receive the selected notifications. To check the enhancements: Navigate to Pipelines Click on the 3 dots icon (action) Navigate
Dial pad- Ongoing call — Gather User Input via Keypad
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
