Won Deal Announcement
The Won Deal Announcement option is a crucial setting for keeping your team informed about won deals based on subscriptions. When you enable this feature,
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Add files
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
Restrict lines of business in Renewal Automation
Description – Restrict specific policy categories during renewal automation Use Case – Renewal Automation that makes it easier if agents do not want to create
Shared Pipeline
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
Sort Deal cards within Stage
In this article, you will learn:​ By Default Deal Card display is based on Moved Date in Pipeline You can speed up information processing by
Additional Options in Won Deal
Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal
Admin/Manager Access: Deal Activity Effort by Individual Agents
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
Benefits, Life and Health Plan Option in Pipeline Manager
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
Improved the Labels and Tag color palette
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
Monthly & Yearly Goal Setting for Agents and Carriers
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
Opportunities
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
Show checklist while importing in a deal card
Now you will be able to view all the items of the checklist while importing it into a deal card.  To view the enhancement:
