Copy/Move and Archive Cards from StageÂ
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process-Â Navigate
Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (32)
Policies (25)
Accounts (52)
Contact (88)
Client Portal (7)
Integration (40)
Pipelines (148)
Engagement (106)
Setting (44)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (6)
Dashboard (42)
FAQ (1)
Form (33)
Document Manager (1)
Opportunities (3)
Work Email (11)
Agent App (7)
eSignatures (38)
IMUG (3)
archive
Download archived pipeline cards:
Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.
Archive all Deal cards in a Pipeline Stage
In this article, you will learn: Copy Deal card to another pipeline stage Is it possible to view archived cards? What information is available on
Renewal Pipeline Automation
In this article, you will learn: How does it work? How many days before Renewal Automation start? How many days before the expiration date do
