Getting Started (12)
Training Sessions (82)
Report (11)
Release Notes (31)
Policies (18)
Accounts (36)
Contact (70)
Client Portal (7)
Integration (40)
Pipelines (109)
Engagement (85)
Setting (32)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (4)
Dashboard (38)
FAQ (1)
Form (26)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (8)
IMUG (3)
Agency portal
Agency Portal Overview
Agency Portal is created for the agent so he can have an overview of all his existing clients in a single dashboard. Most of the
Voice Calling
With the new calling feature implemented on the portal, you can increase customer engagement by making, receiving and monitoring calls at your fingertips. You can quickly
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
Manager Access with limited number of Agents
Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to
