We’ve updated the Pipeline Overview to deliver a more streamlined and visually appealing experience. The latest improvements include: View Type, Status Indicator, Card Layout –
The Total Revenue Filter in Pipeline helps users focus on deals that meet specific revenue criteria. Users can access it in the pipelines module by
In the event of policy syncing issues with the Agency Management System (AMS), users can conveniently access the details within the ‘Timeline’ tab on the
Within the pipeline settings, we have a feature called “Forwarding Email.” This feature helps you handle emails on support issues or potential leads, making it
Previously, the system lacked the capability to incorporate quoted data when generating deal cards via bulk upload. However, now, if quoted data is included, it
The Pipeline Custom Field filter enhancement provides users with a streamlined method to organize and filter deals within the Pipelines module. Use Case: Optimize your
Our most recent feature enhancement equips users with an advanced capability within the pipeline module. Now, when performing bulk uploads, you have the option to
In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings. Benefit: When claim automation is based on the type of insurance, it
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
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