Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (38)
Policies (25)
Accounts (47)
Contact (83)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (6)
eSignatures (25)
IMUG (3)
Agency Dashboard
Missing details for accounts
Description – Account details, such as missing email, phone number, and city details, are given in percentages to show how many accounts have missing details.
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. Â
