Archived list for the eSigned docs
Description: The archived eSign documents are moved to the archived list. Downloads of the archived list are also available. Benefit: Viewing the archived documents easily
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)
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Download Account Report
Description – Agents can now download the complete Accounts information into an excel sheet. Use Case – Instant report to review and share Accounts information
I have created a tag group in contacts, is there a way to download that list?
Please follow the steps below to download a report for tag. 1. Go to Contacts and select the tag you want and then click on Filter. 2.
Download List in Campaign
This feature makes refining and targeting prospects over time very easy. You can quickly select to target prospects who have had certain kinds of interaction,
