Getting Started (12)
Training Sessions (82)
Report (9)
Release Notes (29)
Policies (17)
Accounts (33)
Contact (65)
Client Portal (7)
Integration (39)
Pipelines (101)
Engagement (82)
Setting (28)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
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Calendar (3)
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Dashboard (38)
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eSignatures (7)
Agency Dashboard
Contacts by Policy Count Widget on the Dashboard
Contacts by policy Widget More Actions in Contacts by Policy Count Widget Contacts By Policy Widget This widget will show the number of contacts based
Multiple Dashboard Feature
You can separate your widgets by Dashboard based on four different categories- Agency, Sales, Production, and Marketing and can also set a default dashboard.
