Information about User Preferences and Settings
Our latest update includes a new ‘Sample Email’ preview feature in pipeline notification settings. This feature allows users to preview their email content directly before
The Total Revenue Filter in Pipeline helps users focus on deals that meet specific revenue criteria. Users can access it in the pipelines module by
Now, within the card view in pipelines, we’ve incorporated SMS, email, files, automation, and a comprehensive timeline view for more accessibility and efficiency. Use Case:
Before, when we created a deal card, we couldn’t go back and change its account type. Now, you can easily edit it by clicking on
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
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
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
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
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
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
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
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,
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