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add deal
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 You
Pipeline Filters and views
Display Density- There are two Display density options to choose from. One is Default Card View and Compact Card View. Filter– You can set filters, to view
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
