Adding a Policy Category
In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
category
Pipeline Automation
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
Category and Carrier in the Restriction Settings.Â
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
Category filter in the pipeline
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
