You can share documents with your contacts for eSignature from Contact 360, Account 360, and deal cards in the pipeline. Contact 360 Account 360 Deal
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
You will now have the duplicate data details based on either email or the contact number of any contact. This feature will be available in
You can now add links in deal card, account360, and contact360 under the description section of each actionable module. Â In the deal card section,
You can now edit notes from Account 360, Contact 360 and Deal Cards. Â To view the enhancement: Navigate to Notes section under each section-
If the agent is having a call with a client through their personal phone or any other medium, they can save the notes based on
Now you can forward emails from the deal card and contact360 section. This enhancement will help you have an easy communication process.  To view
Now whenever you add a task in InsuredMine and save it in Contact360, it will get synced in HawkSoft logs. Â To view the enhancement:
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