Add Deal, and Task from Account360 and Account Name Field in Tasklist
In this article you will learn: How to add deal from account 360 How to add tasks from account 360 and contact 360? Account field
add deal
Ability to make custom fields mandatory for adding a deal
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a 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
Pipeline Filters and views
Display Density- There are three Display density options to choose from. One is Default Card View, Extended Card View and Compact Card View. Filter– You can set
Workflow and SMS sync up in AMS360
In this article, you will learn: Changes in Add Deal section for AMS 360 Sync up of account and contacts between InsuredMine and AMS 360
QQ Catalyst Integration
In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The
Unsubscribe Option in Add deal
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
