Getting Started (12)
Training Sessions (82)
Report (7)
Release Notes (23)
Policies (14)
Accounts (16)
Contact (44)
Client Portal (7)
Integration (23)
Pipelines (67)
Engagement (59)
Setting (17)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (5)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (14)
Document Manager (1)
Opportunities (1)
Work Email (3)
Notes
Notes with Files in Contact360 and Pipeline Card
Now agents/CSR can add notes along with attachments in the deal card or Contact 360. To view the enhancement in Pipeline Navigate to Pipelines Click
