We’ve introduced a new enhancement to the Account360 and Contact360 pages. Under the Communication section in Workflows, you can now view Scheduled Workflows. This helps
Easily merge duplicate accounts and contacts from Account360 and Contact360 pages for simplified data organization. Use Case: Easily consolidate duplicate entries to maintain organized data
You can see all the tasks, notes, emails, and texts that are sent from each contact under one account. For example, if an account has
You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account 360 Deal
Description: The policies and accounts module now includes a claim tab. Benefit: Convenience in viewing claims associated with an account. Navigation –Â Navigate to the
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the
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