Information about User Preferences and Settings
You add, edit and delete plan list from the settings section in Pipeline Manager. This plan list is only available under benefits, life and health
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
You can view monthly and yearly goal setting for agents, and carriers. This enhancement will help you have a sorted view. For each table, you
In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities
Now you will be able to view all the items of the checklist while importing it into a deal card.  To view the enhancement:
You can now select the options for do not contact even while adding a deal card. To view the enhancement: Navigate to Pipeline Manager Click
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