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)
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IMUG (3)
future policy
Count of active, inactive, and future policies
In the policies module, the policy list is divided into active, inactive, and future policies. You can also find the total count of each policy
Contact 360
In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future
Accounts 360
Accounts: Client Profile 360 is the management hub for each specific client account. It is the repository for client information and is used to identify opportunities,
