Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
add deal card
Create contact and/or Deal Card from an Email Campaign
In the Engagement Module, you can create a list from your contacts in InsuredMine or by uploading a list of contacts. When the list is
How to Add Deal from Pipelines?
In this article, you will learn: How to add Deal from Pipelines? Select Label while adding a deal card More option in add deal Retention
