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
Release Date: August 5, 2023 Overview We have introduced an enhancement to the Communication section in Account360 that provides a consolidated view of all communication
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
Release Date: June 16, 2023 Overview We have introduced an enhancement that displays duplicate contact records in Contact360, Account360, and Deal Cards. Duplicate records are
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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