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Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
engagement module
Download the report on the text campaign\’s missed deliveries.
Description: When a text message is not delivered, we can now check the details of the missed delivery and its reason. We can also download
Policy Status change workflow automation (HawkSoft)
While setting up a policy, you will need to input the expiry date for when the policy will get expired. Based on that you can
Engagement Module
In this article, you will learn: Overview of the Engagement Module Engagement module consist of 9 components mentioned below: Email Campaigns Bulk Texting Automation Work