Deals, Files, Notes, Tasks in Account 360

Anjali Kapadia — Sat, 23 Sep 2023 06:46:53 +0000

Two different tabs have been added in the Account 360 section. When notes or tasks are added under a contact, it will be also reflected in the Account360 section under task and notes

If an account has multiple contacts, and a policy or deal is added to that account, it will be available for all the contacts. But if any task or notes is added for any contact under that account, then the task and notes will be available for that specific contact only. And the files will be available for all contacts under that account.

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Attach note added to Account to policy and contact.

Nidhi mhendhiratta — Sat, 10 Jun 2023 05:10:00 +0000

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 contact, policy, or account if we choose this option.

Benefit: Assigning notes for a specific contact and policy is simple.

Navigation –

For Accounts

Navigate to the account module. Select the account to go to account 360.

Go to the notes section and select Add Note.

Select policy by clicking the arrow button, and select a contact from the drop-down.
Click on Save.

For Contact

Navigate to the contact module. Click on a contact to go to Contact 360.
Go to the notes section and click on add note.
Select a policy by clicking the drop-down.
Click on Save.

For policies

Navigate to the policy module, click on a policy to go to an extended view
Go to the notes section and click on add note.
Select contacts by clicking on the drop-down.
Click on Save.

Adding notes from Account 360 and selecting a contact or policy will map the same note to that contact or policy. Similarly to this, notes added to policies will also be added to contacts, and contacts’ module notes will reflect the selected policy.

If we edit the note from the Contact, the changes will also be reflected in the mapped policy and account notes. Similarly, for notes in the account and Policies modules too.

We also have a delete option that, if used, will also remove any notes that have been mapped to contacts and policies.

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Deals, Files, Notes, Tasks in Account 360

Attach note added to Account to policy and contact.