note

Deals, Files, Notes, Tasks in Account 360

Release Date: September 23, 2023 Overview We have introduced separate Tasks and Notes tabs in Account360. This enhancement provides better visibility into account-related activities by

Attach note added to Account to policy and contact.

Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that

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note

Deals, Files, Notes, Tasks in Account 360

Attach note added to Account to policy and contact.

Email

Phone

Our Location

Platform

Features

Resources

Modules
(6)

How-tos
(4)

Best Practices
(4)

Release Notes
(0)